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Notes Best Practices

In this article we'll give a serie of hints to improve the efficiency of users work.

Notes DOs and DON'Ts

Sometimes the "Notes" section can be used the same way as a physical notepad, writing down anything the user needs regardless of the type of information or the use the system has for that specific information. Because of that, here is a list of examples of in which cases should be used, and when they shouldn't: 

DOs

Here are some examples of good use of the system notes:

  • A phone call that was handled with the seller
  • What was discussed during a back and forth email conversation
  • What was noticed during the walk around in person appraisal

DON'Ts

Here's a list of some not recommended uses of the system notes:

  • Log vehicle's Offers or Appraisals values (There's a dedicated section to that information)
  • Use notes as reminders (There are tasks that fulfill that purpose in a more efficient way)