Tip of the Week #36-How to Use Internal Comments in Gym Lead Machine
In this week's Tip of the Week, I want to show you a simple but powerful feature inside Gym Lead Machine that you might not be using yet—Internal Comments.
What Are Internal Comments?
Internal Comments allow you and your team to communicate within a contact's profile without the contact seeing the conversation. This is great for keeping track of important notes, coordinating follow-ups, or just making sure everyone on your team is on the same page.
How Do They Work?
In the video, we look at an example:
- I’ve pulled up a contact, and you can see an internal comment I added.
- Another team member responded, and the conversation is only visible to internal users.
One of the best features of Internal Comments is mentions. If someone @mentions your name, you can receive a notification, ensuring you never miss an important update.
How to Add an Internal Comment
- Open the contact's profile.
- Navigate to the Internal Comments section.
- Click to add a new comment.
- Type @ followed by a team member’s name to tag them.
- Post your comment—it will remain hidden from the contact.
Using Internal Comments can streamline communication between you and your team, making it easier to collaborate and manage leads effectively.