Overview:
Use notes to record customer interactions, track activity, and keep your team aligned in one central place. You can also use @mentions to collaborate with team members in real time.
How to Add a Note
- Open the relevant Up Sheet
- Click “Add a Note” above the Buyer’s Details section
- Type your note in the text box
- Select the appropriate label (see below)
- Save the note
Note Labels
Always select a label when adding a note to help categorise the interaction:
- Note – General information about the customer or dealer
- Demo – A vehicle has been shown to the customer
- Incoming / Outgoing – Notes from a phone call
- B-Back – Customer has returned for another visit
- Review – Typically used for manager attention or follow-up review
In-App Messaging with @Mentions
You can use @mentions inside Up Sheet notes to instantly notify team members and improve collaboration.
How it works:
- Click Add a Note in the Up Sheet
- Type @ followed by a team member’s name
- Select the correct user from the list and complete your note
Notifications triggered:
- In-app notification (globe icon)
- Email notification
- The note is logged in the Up Sheet activity feed
Why This Matters
Using notes and @mentions helps your team:
- Stay updated on customer activity in real time
- Improve response times and internal communication
- Ensure important details are never missed
- Keep all collaboration documented in one place
Activity Tracking
All notes and mentions are automatically logged in the Up Sheet activity section. Entries are displayed from newest to oldest. To view the full history, click “View All”.