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DealTrak Hack #5 - Proposal update

We all know how brilliant it is to discover something which makes your life that little bit easier. Remember when you discovered that wrapping an elastic band around a stubborn jam jar lid – for that extra grip – held the secret to twisting it open?

Here at DealTrak HQ, we’re looking to bring such work and life hacks to our customers too. So, this month – to enable you to continually get the very best out of the platform – our fifth instalment looks at the proposal update feature within the DealTrak customer portal.

If you haven’t worked out the best way to use it yet, watch the video below, as our client services executive, Kemeel Case, talks you through the process.


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