---
title: "How to Collaborate Better with Team Chat"
description: "Keep your internal teams aligned and informed with real-time messaging, group chats, and quick record mentions."
url: https://help.clearcrm.com/en/articles/11502650-how-to-collaborate-better-with-team-chat
collection: "Team Chat"
updated: 2026-06-05
language: en
---

# How to Collaborate Better with Team Chat

Keep your internal teams aligned and informed with real-time messaging, group chats, and quick record mentions.

Team Chat in ClearCRM is your internal messaging hub—perfect for staying in sync with teammates, managing projects, and reducing back-and-forth emails.

## Step 1: Open the Team Chat

-   From the left-hand navigation, go to **Projects > Team Chat**.
    

You’ll land on the chat page, which has three tabs:

-   **Team** – One-on-one chats with individual teammates
    
-   **Groups** – Shared spaces with selected team members
    
-   **Customers** – For customer communication (covered in the Service section)
    

## Step 2: Find the Right Person or Group

-   Use the **search bar** to quickly locate teammates.
    
-   Use the **Filter** button to view only **Online**, **Offline**, or **Unread** conversations.
    
-   Stick with **All** if you want the full list.
    

## Step 3: Use the Create Events Button

Click the **Create Event** button to open up three powerful options:

-   **Announcement** – Broadcast messages to selected teammates
    
    -   Choose recipients, type your message, and send
        
-   **Create Group** – Build a dedicated chat group for a team, project, or topic
    
    -   Name the group and select members
        
-   **Quick Mention** – Link to CRM records directly from chat
    
    -   Mention things like leads, deals, projects, or proposals
        

## Step 4: Use Mentions to Share Context

Inside any chat, you can insert direct mentions of CRM records:

-   Click **Quick Mention**, select the type (e.g., Project), and pick the specific item.
    
-   The mention becomes a clickable link your teammates can follow to jump directly into the relevant record.