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Marking a Deal as Unfunded

Autosoft -

If your buyer's funding has is not yet secured, you can easily mark the deal as unfunded with a few clicks.

Step 1. On any page of the finished deal, click the Actions button in the upper-right corner of the page above the Deal Summary card. The Actions options menu will open.

Step 2. From the Actions options menu, select Mark Deal as Unfunded. The deal will remain locked. You will not be able to edit the deal.

Step 3. Once the deal is funded, you can again click the Actions button and select Mark Deal as Funded.

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