How To Take Notes/Comments in Loocey CRM - DLA/DIBBS

Overview

This guide will walk you through the process of taking notes efficiently using the Loocey application.

Notes feature allows for keeping track of details on RFQs and Suppliers. You can take notes on any object in Loocey, it’ll capture the user’s info and date/time as well. Works even better in Team environment.

Step by step

The walkthrough covered in the video, written out so you can follow along inside Loocey.

1. Click on an item name to open the right panel.
2. Navigate to the Notes section.
3. Start creating a new note, then close the panel.
4. You can also take notes from detail view: open the record’s detail page.
5. Access the Notes section there and continue writing or editing notes, each note captures the author and date.

Where this fits

This tutorial covers the Bidding Board & CRM part of Loocey DLA. Copy solicitations into the CRM, then manage statuses, notes, files and pipeline views.

• Loocey DLA Getting Started guide — account setup and the full bidding workflow
• Saved-search recipes — the exact column, condition and value for 20 common DLA searches
• DLA / DIBBS glossary — what every field on a solicitation means
• All Loocey DLA video tutorials