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 they can be easily located by any team member.

1. Navigate to and make sure you are signed in to your My Little Salesman account.

2. Click "MY ACCOUNT"

3. On the panel that drops down, select "Deals"

4. Find the Deal you would like to add notes to and then click "Edit"

5. To locate the Notes panel, use the upper horizontal arrows.

6. Click "Notes."

7. In this field, you can enter any notes relevant to the Deal.

8. Remember to click "Save note" to save your notes.

And it's just that simple! Your notes are safe and easily accessible.

If you have any other questions, feel free to use the floating chat icon to ask a representative for help.

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