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Unwinding a Finished Deal

Autosoft -

You can unwind a finished deal to restore the deal vehicle to inventory as active and the deal as editable. To do this:

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. Select Unwind Deal from the menu. 


Step 3. A pop-up will alert you that unwinding the deal will restore the vehicle as active in the inventory and the deal as editable. Click Continue if you wish to proceed. This will allow you to roll the deal back to Finance and edit the deal.


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