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DealTrak Hack #4 – Proposal history

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 fourth instalment looks at the proposal history feature within the DealTrak customer portal.

This nifty tool provides a more detailed insight into the amendments, movements and users of any given proposal on your system. 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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