Use snippets to streamline your internal communication
Imagine a sales handover process where you can effortlessly structure and convey crucial information using a simple hashtag. Say goodbye to the days of digging through long emails or searching for scattered details in random documents!
With our snippet hack, you can create a quick, standardised format that appears instantly when you use the appropriate hashtag, like #handover. This means no more guesswork, no more confusion – just a streamlined, efficient process that saves you time and sanity.
Here are the steps or watch Lily explain in a video below:
- Navigate to "Conversations" in the navigation.
- Click on "Snippets."
- Press "Create Snippet."
- Name the snippet and enter relevant text. For this example we used a series of questions.
- What are your challenges?
- Why did they need to buy our services?
- If this all went well what happens next?
- Who will sign this off?
- Next Steps?
- Create a shortcut (e.g., #handover) and save the snippet.
- Open the desired contact record.
- Create a note in the contact record using the hashtag and fill in the predefined questions.
- Pin the note to ensure visibility at the top of the contact record.
- Optionally, tag relevant team members for awareness.
With just a few simple steps, you can transform the way your team handles information, making handovers a seamless and organised experience.