Post Internal Notes in the Conversation section to coordinate with teammates without exposing internal discussion to prospects or customers. Switch between Public Comment and Internal Note from the comment-type dropdown above the text box. Notify only your internal team when you post an Internal Note. Keep the buyer-facing thread clean by moving internal context into Internal Notes.
Prerequisites & Requirements
Plan: All plans (Except private plan)
Permissions:Any user with room edit permissions
Technical Specs: When adding a comment in the Conversation section, use the existing comment composer that includes a dropdown for selecting the comment type.
How to post an Internal Note
Open the Room.
Open the Conversation drawer.
Open the dropdown above the text box (Public comment by default).
Select Internal Note -> The background color will change to Purple.
Type your note.
Click Send CTA.
What the Buyer sees
Buyers see only Public Comment content.
Buyers don’t see Internal Notes.
How to post a Public Comment instead
Open the Room.
Open the Conversation section -> Public comment by default
If not, Open the dropdown above the text box.
Select Public Comment.
Type your comment.
Click Send CTA.
Troubleshooting & Error States
My customer says they can’t see my message.
My customer says they can’t see my message.
Post the message as Public Comment instead of Internal Note.
My team didn’t get notified about an Internal Note.
My team didn’t get notified about an Internal Note.
Post the note again and confirm you selected Internal Note before you click Send.
Security & Operations
Send Internal Notes only to internal teammates to keep sensitive internal discussion out of the buyer-facing thread.
Pro-Tips
Use Internal Note for internal alignment (“who owns the follow-up?”, “what concessions do we allow?”), then post one clean Public Comment for the buyer.
Write the buyer-facing summary in Public Comment and keep negotiation or escalation details in Internal Note so the thread stays readable for customers.