Collaboration across you sales team isn’t easy. Most sales teams use a combination of Slack, Email, Google Docs, Spreadsheets, and Salesforce Chatter, to collaborate on how to create stage 1 opps or move from stage 2 to stage 3. Knowing where to look and share information on your deals with your team is really hard and often time consuming and confusing. Imagine if all communication related to your team’s opportunities happened in one place with all the context on the deal at your fingertips so you don’t have to dig and search for the last communication or notes.
Now that image is reality!
As a manager, you could comment on opportunities missing next steps or with expired close dates, letting the reps know they need to take action.
As a a rep, you could comment and tag your VP of Sales on opportunities that need top-to-top support with a decision maker.
As a BDR, you could share learnings from prospect accounts with your sales reps.
With Scratchpad Commenting, you can collaborate with your team on any record from anywhere on the web. You can post comments with updates, asks or needs, and tag your team members to involve them. Sales Leaders and Reps can make collaboration a part of their workflows and never miss a comment about an opportunity that needs immediate attention.
**Comments created in Scratchpad will log to SFDC Chatter. Chatter created in SFDC will not reflect in Scratchpad Comments.
Commenting in Pipeline
Record Level Commenting:
Click into the Commenting Icon at the far left of a record in Pipeline.
Enter record level comment in the commenting sidebar at the right hand side of the screen.
Optional: Tag @ recipient
Field Level Commenting:
Click into the Commenting Icon at the far left of a record in Pipeline.
Click on the field you would like to comment on. Enter field level comment in the commenting sidebar at the right hand side of the screen.
Optional: Tag @ recipient
Commenting from Expanded View:
Open Expanded View from any record in your view
Click into the Commenting Icon on the left menu bar within your Expanded View
Select "New Comment" on the bottom of the sidebar that surfaces
Select "Record" and enter your comments
Optional: Tag @ recipient
Commenting from Command
Go to any web tab you have open (Google Cal, LinkedIn, Salesforce)
Bring up Scratchpad Command (CMD+J on Mac, CTRL+J on PC)
Search for any existing record within your Salesforce instance and click it to open
Click the commenting icon located on the sidebar
Click “New Comment” > Select Record (or any specific field you'd like)
Tag recipient by @mentioning them!
Where do Comment Notifications Go?
⚡️ A notification will appear in your inbox in the top right section of Scratchpad, you will also see these Comments in SFDC Chatter!
⚡️ You will be able to see Comment history and reply as needed right on your screen
