Use the chat on an order to message your team or the other company. You can mention a participant in the message composer.
Open the relevant order from Customer Relationship Management (seller view) or Product Lifecycle Management (buyer view), then choose the category’s Orders tab.
-
Open the order and click the chat icon in its header.
-
Choose “My Team” for an internal conversation. On a non-draft order, the shared conversation tab is labeled with the other company’s name. Draft orders show the team conversation only.
-
Enter your message in the composer. Type “@” and choose the person to mention from the suggestions.
-
Choose the Send icon to post the message. Press Enter also submits a message; use Shift+Enter to add a line break.
Messages appear in the selected conversation on the order.
