How do I mention a teammate?

Mention a teammate to bring them into a record, a task or a conversation. Type @, pick their name, and they get a Mentions notification that links to what you wrote.

You can mention someone in four places:

• Notes on a record: in the body of the note.
• Tasks: in the task's Description (click Description to show it). Writing @ and their first name in the task name works too.
• Conversations: in the composer's Note tab. A note stays inside Breakcold: the contact never sees it. Mentions don't work in Reply, Reply All or Forward.
• Activities: in the Description of a logged activity.

Step by step

1. Open a record and click the Notes tab.

2. Click Create note, or click an existing note to open it.

3. Type @ in the body of the note. A list of your workspace's members opens: keep typing a name to narrow it down, then click the teammate.

4. Finish your note and click Create note. Your teammate gets a notification. In a note that already exists, your changes save on their own.

Good to know

• Only members of the workspace appear in the list. You can't mention a contact or someone who hasn't joined the workspace.
• The notification goes out when the note, task or activity is saved, or when you send the conversation note. Saving a note or a task again doesn't notify people who were already mentioned in it.
• Your teammate also gets an email if Email is on for Mentions in their notification preferences. Mention emails are grouped over about 3 minutes.
• Assigning a task with Assign, or adding someone to an activity as a participant, sends an Assignments notification instead.

FAQ

Can I mention someone who isn't in Breakcold yet?

No. Invite them to the workspace first. Once they've joined, they appear in the list.

Related

• How does the Notifications page work?
• How do I choose which notifications I get by email?
• How do I add notes to a record?