Creating user groups for @mentions

User groups let you @mention many people at once with a single tag. Instead of typing "@maya @tom @kira @priya @sam" in every note, you create a group called "Proposal Team" and type "@Proposal Team" — all current members get the notification.

To create a group:
1. Open Settings → Groups (avatar → Settings → Groups tab)
2. Click + New Group
3. Enter a name (e.g. "Proposal Team", "Leadership", "Customer Success")
4. Optionally pick a color for the group's badge
5. Search for and add members — autocomplete pulls from your own org and any partner orgs you collaborate with
6. Optionally mark some members as "Leads" — they'll receive notifications even when other group members have set their preference to "Leads only" (see "Notification preferences for @mentions")
7. Click Create

Groups are dynamic: when you add or remove a member, future @mentions automatically respect the new membership. Past notifications are not re-issued.

Where groups can be @mentioned:
• Account, contact, and opportunity notes
• Board card descriptions and comments
• Future surfaces (Articles, Runbooks, Wally) as they roll out

Editing or deleting a group: open it from Settings → Groups, edit members in place, or click Delete to remove the group entirely (existing notifications survive; the group just can't be @mentioned again).