Module

Discussions

Enable real-time team collaboration within business records. Add discussions, comments, and activity feeds to any record—creating context-rich conversations without email chaos.

Why teams turn it on

Embed threaded conversations directly inside records to keep context intact.

Discussions module overlaying threaded comments

Key capabilities

Threaded discussions attached to any business record (CRM, sales order, project, etc.)
@mentions for direct team member notification
Rich text formatting (bold, italic, lists, links, code blocks)
File and image attachments with preview capabilities
Activity feed showing all changes, comments, and updates
Email notifications for comments and mentions
Resolved/unresolved discussion status tracking
Discussion search across all conversations
Notification preferences customization per record type
Mobile notifications for new comments and updates
Emoji reactions for quick feedback without lengthy comments
Integration with email to reply to comments via email

Industry applications

All organizations wanting to reduce email volume and centralize communication — particularly teams using agile methodologies, distributed teams, and companies emphasizing collaboration.

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