How do I add deal notes?

Similar to adding Order Notes, you can also leave Deal Notes for your rep on every item you are ordering.

If you had previously discussed a deal with your sales rep, this is where you'd enter in the specific details. You can even utilize this feature to ask your rep if there are any current deals going on! 

Okay, but, how do I add my Deal Note?

  • Go to your shopping cart
  • Click on Add Deal Note
  • Type in the deal
  • Click Save
  • To add a Permanent Deal Note, follow the same steps above and check the Use this deal note for every order box before clicking Save


Always make certain you have the correct assigned sales rep saved under your Distributor Reps tab (in your account settings) to communicate the Deal Note to the correct rep. 


HubSpot Video