Collaborate with Comments and Mentions

Comments and mentions are widely used in the world of social media and are a quick and effective way to get someone's attention in a sea of information. In Membrain, they work the same way and can be a very powerful way to collaborate with colleagues and coach your team.

You can comment on lots of things within Membrain, for example, Tasks, Steps or Stages in the process, Appointments, or events in the Activity Stream. The Activity Stream catalogs a running list of events that happen on a Sales Project/Prospect or even on a Company or Contact, so this is a great place to keep internal communications and conversations flowing. For your convenience, When writing comments they exist in a separate, adjustable dialog box that can be minimized and moved around the screen, enhancing your workflow and ensuring accessibility as you move across Membrain.

Another place where you can comment and mention colleagues is the Story Stream - the place where all activities, past, and future across the whole of Membrain are stored. 

Mentioning colleagues by tagging them on a comment allows you to direct a question or conversation to a specific colleague.

And using emojis to react to a comment can go a long way in sharing humor, support, agreement, or encouragement with your colleagues. All part of how you and your team collaborate and communicate internally. Plus you have the ability to edit your comment or remove it entirely.

Where can I see all my Comments and Mentions?

You find them in the Comments icon from the Main Menu to the left or by pressing v on your keyboard.

From the Comments icon on the main menu, you have access to all the comments and mentions you've either been involved in and/or are related to projects you're an owner of. You can reply to comments and mention colleagues directly from this view and, there are also filtering options available, making comments and mentions management even easier.

  • Filter by project type at the top left of this view.
  • Filter to only show Unread Comments - use the toggle button and change to green.
  • Click on a person's icon at the left of this view to only see the comments and mentions this specific person has been involved in.

To view comments related to a specific project or contact, navigate to the Activity Stream located at the bottom of the project page. Utilize the filter options to view comments and see the colleagues who have contributed to the project's comments section.

How do comments and mentions work?

When you comment on an activity, task, or appointment, your comment will be appended to the activity for all to see. If you've mentioned a colleague or multiple colleagues, they will get notified about the comment in Membrain Guide at the right-hand side of Membrain and via email.

Prospect/Sales Project/Account Growth Project Owners and Company Account Managers will get notified of comments in the respective Activity Streams, even if they're not specifically mentioned.

How do I create comments and use mentions?

  1. Open a Task, Appointment, or find an item in the Activity Stream you would like to comment on or mention a colleague.
  2. Click on the Add Comment button below the entry to begin your comment. If you'd like to comment on a process step or data box, you can also right-click on the field to leave a comment. By default, the person that created the activity is automatically tagged in the comment.
  3. If you want others to be notified, use the @ sign to tag someone else. E.g. @name (no space between the @sign and the name).
  4. Type your comment and hit Add Comment.

Once the comment and mention are added, the name of the mentioned individual is shown in a grey oval shape. As a response, users can add emojis to show their reactions.

 

Adding Attachments

When adding a new comment in Membrain, you have the ability to attach files within the comment. This feature is a great way to include additional information, such as screenshots or documents, to support your comment. In order to do this you can begin to write your comment, hover in the text box, and press the paperclip icon to add your attachments or you can even copy paste a screenshot directly in the comment.

attachments in comments

When viewing the comments thread, attachments related to the comment can be found below the text, similar to how they appear in the Sales Inbox.

attachment in thread

Joining, Leaving, and Rejoining Comment Threads 

When exploring a new comment thread, you will find options to either 'Join' or 'Leave' the thread, depending on your current status. By clicking 'Join', you become part of the conversation.

Similarly, if you wish to step away from the thread, clicking 'Leave' withdraws you from the active participants.

You may want to rejoin a thread you've previously left. In that case, just navigate back to the thread and click on the 'Join' button again.

Your actions of joining or leaving a thread don't trigger any explicit notifications in the thread. They are subtly indicated within the thread to keep everyone in the loop.

Some examples of how you can use Comments and Mentions

  • Ask your Coach/Manager for advice on a Task you've been assigned to. or follow up with the person you've assigned a Task to and ask them for a status update.
  • Ask a colleague if they are interested in joining an appointment with you, before sending them an official invite.
  • Tag a colleague to an event or activity that's happened in a Sales Project/Prospect to keep them in the loop

Some benefits of keeping the conversation in Membrain

  • Let's say an opportunity has stalled and you're not sure where to take it next. Reach out and ask for advice from your Coach or a colleague about what he or she did to overcome a similar challenge. Find the latest event in the Activity Stream and comment on it, and mention the person you want to reach.
  • Ask a team member how an important meeting with a prospect went. Keep the conversation flowing right there from the appointment event, where others can read and even join in with the discussion.