Bidding Board & CRM
How To Take Notes/Comments in Loocey CRM - DLA/DIBBS
This guide will walk you through the process of taking notes efficiently using the Loocey application.
- Length 33 sec
- Published February 5, 2025
- Product Loocey 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.
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
Try it in your own account
Loocey DLA imports DLA/DIBBS solicitations daily and carries them through a CRM bidding board, supplier quote requests, bid pricing and MIL-STD-129R labels.