Comments & @Mentions
Every lead detail page includes a Team discussion panel for internal collaboration. Leave threaded comments, reply to teammates, and @mention someone to pull them into the conversation.
Comments are separate from the Conversation thread (which shows emails with the prospect). Use comments for handoffs, research notes, and internal questions.
What it is
- Threaded comments — Top-level posts with up to two levels of replies
- @mentions — Type
@and select a teammate; they get an in-app notification (and email if enabled) - Real-time updates — New comments appear without refreshing the page
- Delete your own — Authors can remove their comments; admins see all threads
Mentions and new comments can also post to your org’s Slack channel if a webhook is configured. See Integrations.
Who uses it?
- Sales reps — Hand off leads, ask for research help, document call outcomes for the team.
- Admins — Coordinate assignments and review rep notes before customer-facing sends.
All org members can comment on any lead they can view.
Add a comment
- Open a lead from Leads or any linked notification.
- Scroll to Team discussion (below the email Conversation section).
- Type your note in the text box.
- To mention someone, type
@and pick their name from the autocomplete list. - Click Post comment.
Mentioned users receive a notification with a link back to this lead.
Reply to a thread
- Click Reply under an existing comment.
- The composer shows “Replying to a comment” — click Cancel to return to a top-level post.
- Post your reply; it nests under the parent with a visual indent.
Replies support @mentions the same way top-level comments do.
@Mention behavior
When you @mention a teammate:
- They get an in-app notification (bell icon) with type
mention - If their notification preferences allow instant email, they also receive an email
- Slack webhook (if configured) posts a summary to your team channel
Mention people for actionable asks — “Can you review this draft?” or “@Alex owns the healthcare vertical — any angle here?”
Delete a comment
Only the author can delete their comment:
- Click the trash icon on your comment.
- Confirm deletion.
Deletion removes the comment and its replies from the thread. There is no edit-after-post — delete and re-post if you made a mistake.
Comments vs other lead sections
| Section | Audience | Purpose |
|---|---|---|
| Conversation | Prospect (via email) | Sent/received emails |
| Team discussion | Internal only | Comments and @mentions |
| Activity log | Internal audit trail | Calls, notes, stage changes, meetings |
| Call notes | Internal | Dialer and manual call logs |
Keep customer-facing content in Conversation; keep strategy and handoffs in Team discussion.
Tips
- Mention on assignment — When reassigning ownership, leave a comment explaining context. See Lead Ownership.
- Link to approvals — “@mention reviewer” on leads with pending drafts instead of DMing outside Predylo.
- Don’t paste PII unnecessarily — Comments are org-visible; avoid sensitive personal data unrelated to the sale.
- Use Slack for visibility — Configure Slack if leadership wants channel visibility without opening each lead.
Related pages
- Notifications — Bell, types, and preferences
- Lead Ownership — Assign leads before handoff comments
- Integrations — Slack webhook for mentions
- Managing Leads — Lead detail overview