Notes & Mentions¶
Add notes to any CRM record and use @mentions to loop in team members and trigger notifications.
Adding a Note¶
Create notes from chat or from the Notes tab on any record.
You
Add a note to Sarah Chen: Met at SaaStr conference, very interested in our enterprise plan. Budget approved for Q2.
Outsprint AI
Note added to Sarah Chen's profile.
Note Features¶
- Rich text -- Markdown formatting including bold, italic, lists, links, and code blocks
- Pinned notes -- Pin important notes so they appear at the top of the notes tab
- Multi-association -- Link a single note to multiple records (e.g., both a contact and a deal)
- Edit history -- Notes show an "Edited" indicator when modified
- Inline images -- Paste or upload images directly into notes
Pinning Notes¶
Pin a note to keep it visible at the top of the notes tab. This is useful for key information like decision-maker status, preferences, or important context.
You
Pin the note about Sarah's budget approval
Outsprint AI
Note pinned. It will appear at the top of Sarah's notes tab.
@Mentions¶
Type @ followed by a teammate's name to mention them in a note. Mentioned users receive a notification and can click through to see the note in context.
You
Add a note to the Acme deal: Spoke with Sarah today. @mike.johnson can you review the contract terms before Friday?
Outsprint AI
Note added to the Acme deal. Mike Johnson has been notified.
Where Mentions Work¶
- Notes on any entity
- Ticket conversation replies and internal notes
- Activity log notes
Mentioned names appear as clickable chips that link to the user's profile.
Permissions¶
- You can edit and delete your own notes
- Admins can edit and delete any note
- Notes follow the same access permissions as the associated record
Pro Tip
Use @mentions to replace internal emails about CRM records. The context stays attached to the record instead of buried in an inbox.