My Little Salesman

Learn how to create a customized Sales Desk and Deals view with all of the column data you want—and none that you don't.

How to Customize Your Sales Desk/Deals Column View Settings

Learn how to turn the Deals section of your Sales Desk into a full-blown time-saving sales workbench—step-by-step.

Easily download contact, inventory, task, or deal-related data in spreadsheet form directly from your system in just a few steps.

Learn how to create deal jacket checklists to accompany all of your Deals in your My Little Salesman Dealer Management System.

Learn how to integrate your DocuSign account with your My Little Salesman account to streamline document management of your deals.

Learn how to ensure accurate automatic Profit Analysis reports and how to locate them within your MLS Dealer Management System.

Need to document the status change in a Deal in your Dealer Technology Solutions system? Learn how to do so in seconds.

Learn how to create and send an invoice for a partial amount of the balance due in your Sales Desk Deals section.

Learn how to properly and easily document a down payment or deposit in your Sales Desk system.

Learn how to create an invoice that reflects the remaining amount for any transaction.

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

Learn about this dealer-requested feature—allowing you to edit and account for shipping information on any transaction in seconds.

Use this tutorial to learn how to automatically assign new leads to contact and inventory item owners.

Learn how to further customize your company quote, invoice, and deal settings.