Collaboration Notes

Collaboration notes are now available on various records within Spiro, including contacts, companies, activities, quotes, and more. This new section allows users to add notes, and even tag other colleagues with comments and questions to keep everyone updated on each customer record.

Collaboration Notes will replace long text fields on reminders and post-call notes, as well as all notes that were previously stored under the activities section. All previously saved notes have been moved to the new Collaboration Notes section. Adding a note via API or Zapier will continue to function.

Why Collaboration?

Our product has almost always been focused on tracking customer-related communication. We realize activity tracking only tells half the story and we spend a lot of time internally communicating about how to serve our customers better.

To paint the customer picture, we realize we need to improve our ability to track internal communication about our customers. 

Noteworthy

  • Collaboration replaces the notes section (Your notes have been migrated to the collaboration section already). 
  • Collaboration supports rich text, attachments, images, emojis, and reactions. 
  • Collaboration revamps the tagging feature that was previously available on notes and activities. 
  • Recipients of a tag will receive an email as well as a Spiro push alert, you can even tag people who are not Spiro users.

Use Collaboration Notes to Update Colleagues

  • Tag Users to Effectively Collaborate: Spiro users can tag each other in notes to interact within the app and keep everyone involved with a contact or company informed.
  • Tag Groups to Communicate to the Whole Team: In addition to mentioning individual people, users can also tag groups like “Field Sales” (if this is set up for your team in Spiro) and everyone on the team will be notified.
  • Email Alerts and Notifications: When someone is mentioned in a note, they will receive an email as well as a notification in Spiro*. The person receiving the note can reply to the email and this will create a new note. *This feature is optional and can be turned off along with all other notifications in Settings / User Profile / Enable Notifications.
  • Mention via Email: Spiro users can tag people with just an email address to provide contextual information to the team members who need it. Those without Spiro licenses will be able to request access from the email about the note they were tagged in. Admins will now have a new section in User Administration that will show these requests.