Collaboration Notes

Collaboration Notes is a section that can be found on various records throughout Spiro to allow internal communication about customers and prospects. This new section allows users to add notes, and even tag other colleagues with comments and questions to keep everyone up to date on each record.

Collaboration Notes 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 were moved to the new Collaboration Notes section. Adding a note via API or Zapier will continue to function the same.

Noteworthy

  • Collaboration supports rich text, attachments, images, emojis, and reactions. 
  • 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.