How Can I Notify Team Members about an Update in UPilot?

Often, you will want to update your team about an important event with a contact or a deal. You may even want to ask someone about the latest update for a deal or a task. You can easily do this using @mentions in UPilot. By simply mentioning someone, they will get both an email as well as a notification inside UPilot. This way, your entire conversation about a contact or a deal can stay in a single place.

Mentioning Someone

To mention someone inside UPilot, you can:

1. Open the Contact, Deal, or Task where you want to update someone
2. While typing the note, type the ‘@’ symbol
3. You will now see a dropdown of users
4. Select the user you would like to mention by clicking on the name
5. Save your note