Ping

Ping is a quiet way for the office to pass work to one another inside the CRM. Instead of an email that lands in Gmail and has to be sorted, a ping lives on the person’s record and shows up in the sidebar with a red dot until it’s handled.

How to send one

On any person’s record, click Ping someone about this person. A small form opens:

• To — a teammate.
• Subject — one short line.
• Note — a sentence or two of context, optional.

The ping lands on the recipient’s Received tab with a link that takes them straight back to the person it is about.

The screen

Two tabs across the top: Received and Sent. Two more across the right: Open and All. The default view is Received, Open — the pings that are waiting on you.

Each ping shows the sender’s avatar and name, the subject, the note (if any), a link to the record it refers to, and three actions:

• Acknowledge — “Seen it, I’ll handle it.” The sidebar’s red dot clears.
• Mark complete — done.
• Dismiss — nothing I can do; closed without action.

The sender sees the status change on their Sent tab.

When to use it

• A thread in the Inbox that needs a second opinion from the admissions reader.
• A note on a prospect you can’t reach yourself.
• A reminder on a student to the mentor who knows them best.
• Any time you would otherwise send a direct email that is really about one specific record.

The point is that the context travels with the ping. The recipient doesn’t have to go hunting.

Next: Applications.