How to Document Deal Notes

Learn where and how to keep notes with associated Deals in your Sales Desk within your Deal Technology Solutions system.

Ken Lane avatar
Written by Ken Lane
Updated over a week ago

Keeping notes in one place concerning a particular Deal can be very useful for reporting, record keeping, and follow-up. Here's how to easily include notes and save them in a place where they can be easily located by any team member.

1. Navigate to https://www.dealershipdrive.com/ and make sure you're logged into your account.

Screenshot of: Navigate to <a href="https://www.dealershipdrive.com/" rel="nofollow noopener noreferrer" target="_blank">https://www.dealershipdrive.com/</a> and make sure you're logged into your account.

2. Select "Sales Desk"

Screenshot of: Select "Sales Desk"

3. Select "Deals"

Screenshot of: Select "Deals"

4. Find the Deal you would like make notes or view notes for and select the "Actions" button.

Screenshot of: Find the Deal you would like make notes or view notes for and select the "Actions" button.

5. To quickly create a note for a particular deal, select the "Quickview Notes" option.

Screenshot of: To quickly create a note for a particular deal, select the "Quickview Notes" option.

6. Write your notes in the notes function and select "Save note" when finished.

Screenshot of: Write your notes in the notes function and select "Save note" when finished.

7. To view or edit the notes for a particular deal, locate the relevant Deal and select the corresponding "Edit" option.

Screenshot of: To view or edit the notes for a particular deal, locate the relevant Deal and select the corresponding "Edit" option.

8. From the top options, select the "NOTES" button. This may require scrolling sideways using the right horizontal arrow button, depending on your device or browser.

Screenshot of: From the top options, select the "NOTES" button. This may require scrolling sideways using the right horizontal arrow button, depending on your device or browser.

9. From this screen, you will be able to save new notes or edit existing notes.

Screenshot of: From this screen, you will be able to save new notes or edit existing notes.

And it's just that simple!

If you have any additional questions about using your Dealership Drive system, don’t hesitate to look through our Help Center or reach out using the floating chat icon.

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