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Cash collection can involve many teams at different levels: Finance and Accounting departments, Sales and Account Management, and even C-levels. Different teams are likely to use different tools; and will not be tracking Upflow if they only need to pop in occasionally. Make sure they do not miss any information and are involved at the right moment using our @mention feature! In short, it allows you to ping another user of your Upflow platform without switching to another tool, and keep everything (including internal conversations) logged on your customer’s timeline!

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How does it work and what does it look like?

The magic starts in your customer timeline. As long as the teammate you want to loop in or ask to intervene has an Upflow account, you can tag them, by clicking on Add note
  • at your customer level
  • at an invoice level
Your mentioned team members will then be notified
  • in app, systematically
  • by e-mail, if the notifications are not disabled
  • via slack, if the integration is enabled

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My teammate is not available to tag

If you’re trying to mention a teammate into a customer timeline, but their name is not available to tag, it can be due to two reasons: 1 - The user status must be “Joined”, otherwise, they will not be available to be mentioned. Head to your Settings > Users list view and check this user’s status. 2 - If they’re a Member + Account manager (the most limited combination), this person will need to be assigned to the customer to be mentioned/tagged into their timeline, as this combination only allows access to customers assigned to the user.
❗ You can edit a note with an @mention. However it will not retroactively trigger a notification. Better safe than sorry, if you need to get somebody’s attention, just add a second note!