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Using Chatter via the desktop login:

  • Go to a Referral an Opportunity Record and access the Chatter Tab.

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  • Access the Chatter Tab to see a feed of items related to you, add yourself to streams that are relevant to you or create new groups for targeted discussions.

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Using Chatter via the mobile login:

From the mobile app, when you access a record you will see a link to chatter for that record if it’s available, you can click on it to see the record feed and contribute to the feed.

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