Mentioning Contacts / Companies

The action of mentioning a contact or company is performed in the way similar to user mentioning in Confluence. The function of mentioning is mapped to the # key. Up to 5 contacts are are shown in the list of prompted contacts.

Search for possible contact matches is performed by:

  1. Open the Confluence page.
  2. Type # and continue entering the name of the contact or company, or their email address.
  3. Select the appropriate contact or company from the list of prompted matches.

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/768cd33c-b800-48a6-b0f8-e05b39ebebb7/crm-cc-mentioning-contacts-companies.png

You can modify the contact or company name on the page. The link to the contact or company in Contact List is read-only and cannot be modified.