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Invoicing & Sales Management (Deals)

Invoicing & Sales Management (Deals)

Learn how to easily put Deals to work for you.

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12 articles in this collection
Written by Ken Lane

Video: Your Guide to Deals (Step-by-Step Tutorial)

Learn how to turn the Deals section of your Sales Desk into a full-blown time-saving sales workbench—step-by-step.
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Written by Ken Lane
Updated over a week ago

Your Guide to Deal Jacket Checklists [Step-by-Step Tutorial]

Learn how to create deal jacket checklists to accompany all of your Deals in your My Little Salesman Dealer Management System.
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Written by Ken Lane
Updated over a week ago

How to Integrate DocuSign With Your My Little Salesman Account

Learn how to integrate your DocuSign account with your My Little Salesman account to streamline document management of your deals.
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Written by Ken Lane
Updated over a week ago

Automatic Profit Analysis Within My Little Salesman

Learn how to ensure accurate automatic Profit Analysis reports and how to locate them within your MLS Dealer Management System.
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Written by Ken Lane
Updated over a week ago

How to Edit or Update the Status of a Deal in Your Sales Desk

Need to document the status change in a Deal in your Dealer Technology Solutions system? Learn how to do so in seconds.
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Written by Ken Lane
Updated over a week ago

How to Create an Invoice for a Partial Amount (Deposit, Down Payment, etc.)

Learn how to create and send an invoice for a partial amount of the balance due in your Sales Desk Deals section.
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Written by Ken Lane
Updated over a week ago

How to Account for a Down Payment in Deals (Sales Desk)

Learn how to properly and easily document a down payment or deposit in your Sales Desk system.
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Written by Ken Lane
Updated over a week ago

How to Create an Invoice for the Remaining Balance Due

Learn how to create an invoice that reflects the remaining amount for any transaction.
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Written by Ken Lane
Updated over a week ago

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.
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Written by Ken Lane
Updated over a week ago

How to Select Shipping Recipient Options in Deals

Learn about this dealer-requested feature—allowing you to edit and account for shipping information on any transaction in seconds.
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Written by Ken Lane
Updated over a week ago

How to Automatically Assign New Leads to Contact or Inventory Owners

Use this tutorial to learn how to automatically assign new leads to contact and inventory item owners.
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Written by Ken Lane
Updated over a week ago

How to How to Add/Edit Quote, Invoice, & Deal Default Settings | Sales Desk Settings

Learn how to further customize your company quote, invoice, and deal settings.
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Written by Ken Lane
Updated over a week ago