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Finalizing a Deal

Autosoft -

Use the Actions button in the upper-right corner of any page of a deal to finalize the deal. A deal must have a Sales Manager and Finance Manager assigned to the deal in order to be closed. Once you finalize the deal, you won't be able to adjust the gross or commission details.

Step 1. After you've fully desked the deal and are ready to finalize it, click the Change Deal Status button above the Deal Summary Card in the upper-right corner of any page of the deal. This will open a drop-down menu of options. 

change_deal_status_options_working_deal.png

Step 2. Select Mark As Sold from the drop-down menu. Next to the deal number, "Working" will be replaced by "Sold." "Sold" will also appear in the Vehicle field of the Desking page next to the vehicle make and model.

sold_deal_status.png

Step 3. To complete the deal, click the Change Deal Status button again and select Finish Deal from the drop-down menu. 

change_deal_status_sold_deal.png

Step 4. A Deal Finished pop-up will alert you that the deal will be locked for Accounting. Click Continue. The deal status will change to "Finished," and the completed deal will be submitted to your Accounting Department if your dealership uses the Autosoft DMS Accounting module. 

finished_deal_status.png

Step 5. Click Save. A green "Success" message will verify that your changes have been saved. 

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