Events are the heart and soul of Mothernode’s collaboration features. While they serve a variety of purposes, their primary function is to allow users to record history and next steps with customers, contacts and leads and opportunities. This gives users and teams alike a historical count of activity that has taken place in both the customer service and sales processes. Events also include a familiar social media style collaboration by allowing users to tag other users within an event. Users can reply to posts by adding comments or simply like a post for a quick response.
How Events can be created
- Users can post an event by writing one.
- Users can send an email from the record, Outlook of Gmail, etc. This will stamp the email in the event.
- Users can create a calendar event.
- Users can create a quick follow-up.
- Users can comment on posts.
Notifications
Users who are tied to events will receive notifications.
- Users who are tagged in event will receive in application notifications and corresponding email notifications if set.
- Users who own a record (i.e. contact, contact or lead and opportunity) will receive notifications when someone else posts and note or makes a comment on the record.
