From Inbox Clutter to Contextual Clarity: How Top Teams Are Using Boostr to Move Faster

We’ve all been there: You are reviewing a Deal or a Media Plan, and a number doesn’t look quite right. To get an answer, you have to take a screenshot, open Slack or email, write a detailed explanation of what you’re looking at, and hope the recipient understands the context. By the time they reply, you’ve already moved on to three other tasks.

This "toggle tax" slows down revenue teams. That is why we introduced Contextual Commenting—a way to collaborate directly within the Boostr platform.

Since rolling this feature out, we have seen our most successful clients transform their workflows by moving conversations out of disparate chat apps and anchoring them exactly where decisions are made. Here are three ways power users are leveraging this feature today to drive efficiency.

1. Accelerating Deal Approvals

The most common bottleneck in sales operations is the back-and-forth communication regarding budget discrepancies.

Instead of vague emails asking "Is the Q4 budget updated?", Managers are now going directly to the Deal record. By hovering over the specific Total Amount field and tagging the sales rep with an @mention, they can ask, "Does this look right?" immediately.

• The Win: The user gets an instant email notification, clicks the link to go straight to that context, and answers. Once clarified, the manager hits "Resolve" to clear the thread, keeping the deal record clean but leaving a permanent audit trail in the sidebar.
  

2. Streamlining IO & Trafficking Handoffs

Ad Ops teams often struggle with ambiguity during the handoff process. A note saying "Check the pacing" can lead to confusion about which line item is in trouble.

We are seeing Ops teams leverage Contextual Commenting heavily on IOs and Trafficking tabs. By pinning a comment directly to a specific Line Item or Pacing metric, they eliminate the guesswork.

• The Win: Ops can tag a seller or account manager specifically on a delivery issue. Because comments are only visible to users with permission to view that element, sensitive internal discussions regarding margins or delivery make-goods remain secure.
  

3. Centralizing Task Management

For teams managing high-volume pipelines, tasks often get buried. Clients are now using inline commenting on Tasks to keep to-dos moving without scheduling extra meetings.

Rather than waiting for a weekly status call to ask for an update on a specific task, users are leaving comments inline. To stay organized, they use the Sidebar to filter by "Mentions", essentially creating a personalized "To-Do" inbox of questions that need their immediate attention. Users can also create saved filter views for specific orders, groups of people, or other subsets of comments that they need to check often.

Ready to Collaborate in Context?

Contextual Commenting is supported across Deals, Accounts, Contacts, Media Plans, IOs, Traffic Orders, and more.

If you are ready to stop screenshotting and start collaborating where the work actually happens, contact Boostr to enable this feature for your organization today. Book a demo at https://www.boostr.com/book-a-demo . ​​

Empowering solutions don’t come without questions

Q: How does Contextual Commenting handle data security and user permissions?

A: Security is native to the feature. Comments automatically respect existing user permissions. A user will only see comments and threads attached to the elements (like Deals or IOs) that they are already authorized to view.

Q: Can this feature replace external communication tools for audit purposes?

A: Yes. Unlike Slack or Email, Boostr stores comment data within the Boostr database. Even when a thread is "Resolved" to declutter the UI, it remains accessible via the sidebar and analytics, creating a permanent audit trail of decision-making.

Q: What specific workflows does this support beyond general chat?‍

A: It is engineered for revenue workflows. Users can comment directly on Deals, Accounts, Contacts, Media Plans, IOs (including Line Items and Trafficking tabs), and Task Details.

Q: Is it possible to mute or disable commenting?

A: Individual users cannot disable the feature entirely, but they can manage email notification settings for @mentions. Organization-wide disabling is easy and is done by a Boostr Client Partner.