Our teams rely on the Notes section within an Opportunity (Job) to track critical client communication, material decisions, and next steps. Currently, when a team member needs another user to take action or review an update, they have to jump out of GHL to send a Slack, text, or email. This leads to information silos and missed handoffs, drastically slowing down project velocity.

The Solution:

Please extend the existing @ user tagging functionality from the internal comments (which are often too granular for major updates) into the main Opportunity Notes feed.

When a user types @username in an Opportunity Note, the system should:

Automatically notify the mentioned user via the GHL in-app bell notification and/or email (configurable).

Provide a direct link to that specific Opportunity/Note.

Why this will get traction and improve workflow:

Centralization: Keeps all high-value collaboration inside the platform, directly tied to the client record.

Efficiency: Eliminates the "context-switching cost" of communicating across multiple apps.

Accountability: Clearly delegates the next step/responsibility to a specific team member.

(See attached screenshot demonstrating a note where this functionality would be used.)