Internal comments
Internal Comments appear inside a contact’s conversation timeline as private notes. Use them to share context, request peer review, or document important updates for anyone who handles that contact.
Adding an internal comment
Open the contact's conversation
Navigate to Conversations and open the contact you want to comment on.
Write your comment
Type your note. To tag a team member, type @ followed by their name. Mentioning someone:
- Adds them as a conversation follower.
- Grants them access to the contact and conversation, even if they have restricted data access rights.

Notifications
Tagged team members receive a notification when the comment is posted. You will also receive notifications for any conversation where you have been mentioned.Finding conversations with internal comments
- Mentions filter — use the Quick Filter for Mentions to find conversations where you or a specific team member was tagged.
- Internal Comments filter — inside a conversation, apply the Internal Comments filter to view only the private notes in the thread, making it easy to navigate internal history.
Internal chat
Internal Chat is a private messaging thread between team members — entirely separate from any contact conversation. It is only visible to the participants you select.Starting an internal chat
Organizing internal chats
Adding a subject line:
Adding users to an existing chat:
Click the participants icon
Open the chat, click the participants icon, then click the + Add button.
Notification preferences
Customize how you are notified about internal messages: Go to Settings → My Profile → Notifications and choose:- Notifications for every message in internal chats you participate in.
- Notifications only when you are added to a new internal chat.
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