Comments Overview
The comments panel in the detailed opportunity view allows users to leave/ respond to comments specific to the opportunity they are viewing.
The comments capture the following information:
Avatar with the initials of the user who made the comment
Name of the user who made the comment
Date and time the comment was submitted
Content of the comment
Comments can capture updates to opportunity progress, add more detail to an opportunity, or capture notes from relevant CoolPlanetOS users.
Tag Users using '@Mention'
Boost collaboration within your organisation by harnessing the power of user tagging in your Opportunities. Use this to delegate tasks, highlight issues, or keep everyone informed.
To tag a user, type the '@' symbol in your comment and select their name from the list.
Once tagged, the user will receive an email notification with a direct link to the relevant Opportunity. This ensures swift and seamless communication, allowing your team to stay connected and up to date.
Subscribe to Comments
You can subscribe to comments and receive email notifications of new comments by doing one of the following:
Manually opt in by clicking on the bell icon.
Add a comment in the panel.
Users are automatically opted in by:
Being @mentioned by another user
Being the Assignee of the Opportunity
Being the Creator of the Opportunity
Unsubscribe to Comments from a specific opportunity
Users can opt out of email notifications by clicking the bell icon next to the comments header. This will unsubscribe the user from comments related to that specific opportunity.
