Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Adding Notes to an Up Sheet

How to log notes about the activity completed with a customer.

How does it work?

Click on “Add a note” above the Buyer's Details information to type up your notes.

adding notes

Next, always select a label:

  • Note - if you are typing general info about the dealer/customer

  • Demo - if you have just shown a vehicle to a customer

  • Incoming or Outgoing - if you are entering notes based on a call

  • B-Back - if notes are based on a customer’s return visit

  • Review - usually done by your Manager but can be used to draw more attention to a note

    notes tab1

This activity will be logged in the activity section of the up sheet. Activity is dated and shown from most recent to oldest, to see all activity click “View all”