Notify users when a deal note mentions them

Your deal notes can mention teammates without notifying them, causing delayed follow-up and lost context. It delivers immediate owner alerts with note links so reps can respond same day.

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Overview

Mentions inside CRM notes often fail to reach the right person, slowing response and deal progress. This flow routes mention context straight to the referenced owner as an immediate, context-rich alert so reps can act within minutes and avoid stalled follow-ups.