Your Guide to Deal Jacket Checklists (Step-by-Step Tutorial)

Enjoy this step-by-step tutorial about Deal Jacket Checklists—a new deal management feature of your My Little Salesman Dealer Management System.

Chapters / Video Breakdown:

00:00 - Introductions
01:07 - What is a Deal Jacket Checklist?
01:31 - Why are Deal Jacket Checklists important tools?
2:05 - What steps should be included in a Deal Jacket Checklist?
3:18 - How to Access Deal Jacket Settings
4:57 - How to Add a New Deal Jacket Checklist
6:03 - How to Edit an Existing Deal Jacket Checklist
6:50 - How to Add/Edit Line Items for an Existing Deal Jacket
8:00 - What Does Jacket Completion Mean/Look Like?
10:38 - How to Assign a Particular Deal Jacket to a Deal
12:16 - Conclusion
12:42 - Outtakes

Accompanying Knowledge Base article:
http://help.mylittlesalesman.com/en/articles/5593028-your-guide-to-deal-jacket-checklists-step-by-step-tutorial?utm_source=youtube&utm_medium=referral&utm_campaign=youtube

Deals Tutorial:
https://help.mylittlesalesman.com/en/articles/5511973-video-your-guide-to-deals-step-by-step-tutorial?utm_source=youtube&utm_medium=referral&utm_campaign=youtube

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Видео Your Guide to Deal Jacket Checklists (Step-by-Step Tutorial) канала My Little Salesman