Trigger Notifications To Other Users With @ Name Tags In Lead Notes and Calendar Event Notes

As of version 20.11.1 you can now tag particular users within the Notes field in AutoPlayAuto.com and they will be sent either an in App, Email or SMS notification.  When the '@' key is entered an you begin typing you will see any user matching the characters you have typed who shares any Manage Leads role with you.  If your list is long, the available options do narrow down as each additional character is typed.

After you have clicked on the contact to tag you can continue typing your message.  Your contact will appear with the @ symbol along with their User ID and User Name within AutoPlayAuto.com.  This does also work when using a mobile or tablet device but is easiest when using AutoPlay on desktop.

When you save your lead changes the alert will trigger and the recipient will receive a Email, SMS or Notification.  The Notifications are controlled by whether the user has SMS, Email or Notification ticked in their 'Manage Leads' role.

If you decide you wish to change who your comment is directed to you may click on the Notification icon that appears to clear your mentions.  Deleting the @ tag will remove the notification from being sent when you save your lead.

As the Notes field is one large blob of text we do not include the Notes message within the Notifications.  You will need to click on the link within the Notification to view the message within AutoPlayAuto.com.  You can clear the Notification by clicking on the Notification just above the Notes field, or clearing all Notifications from the Notifications popup on the Dashboard.

• Related Articles

• Calendar Capacity and Calendar Event Invitations

  As part of the 22.5.1 May release, a new concept for Calendar Capacity has been built along with the ability for a sales person to send a Calendar Event invitation that the customer is able to select their own date and time for. Provisioning An ...

• Overview - Notifications

  Certain actions or occurrences will result in a Notification being triggered.  Notifications are unique to Users.  To find out more about setting up Notifications click HERE. On a lead that has generated a Notification it will be shown as a warning ...

• Adding Notes To My Leads

  When managing your leads it is likely you will need to add notes and comments about your interaction with the customer.  Notes can either be manually typed into the 'Notes' field or you can click the green 'ADD' button.  If you click the 'ADD' button ...

• Integrate Your AutoPlay Calendar With MS Outlook and Google Calendar

  AutoPlay can integrate with your Outlook or Google Calendar to both push scheduled calendar events created in AutoPlay to your Outlook/Google calendars, and to pull in calendar events from external calendars into AutoPlayAuto.com. AutoPlays calendar ...

• How To Create A Calendar Event

  AutoPlayAuto.com features a built in calendar that allows salespeople to schedule follow up events on their leads.  There are several ways to schedule follow up on your leads. 1.  Scheduling Follow Up From The Dashboard You can schedule follow up ...