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Use the Close Deal Button


After completing this article you will know how to use the Close Deal button and what to expect when a deal is closed.

The Close Deal button helps save time by reducing user-clicks and eliminates errors by automatically updating your in-stock inventory, Trade in and Sold vehicle, Updates the Service vehicle, and updates and adds sold information on the Sales Up.

Prerequisites for this Article:  

  1. The Deal has a desired vehicle attached.
  2. The Deal has a Trade-In vehicle attached (with or without an appraisal)


The Close Deal Button

When a deal is complete and ready to ready to finalize.

1. Make sure you have the entered the Delivery Date and update the deal Status to delivered.

2. In the Deal screen, click the Delivery Tab and then click the Close Deal button. 

Deal Close.png


When closing the deal it will create a Deal Close Date and the button will show that the deal has been closed and can only be close one time. 

Deal Close 1.png


Changes to Sold Vehicle

Closing the Deal will complete two updates on the inventoried vehicle record. The In-Stock checkbox will be marked out of stock and the Status will be updated to Sold.

To check the updated fields, open the Vehicle Inventory record. 

Deal Save 2.png


Changes to Trade-In Vehicle 

The trade-in vehicle will get a Stock # and be added to the vehicle inventory as a new record.  The In-Stock checkbox will be marked true and the Status will be set to Service.

To find the new vehicle record you can search by stock number or look at the recent items list Under the Vehicle Inventory Tab.

Deal Save 5.png

Changes to the Service Vehicle

The sold unit will update the Service Vehicle with a link to the new owner's Account and also in the list view under Proposals will create a link to the deal with the date and status of the deal. This sold information on the Service Vehicle will stay attached for future reference for all time.  

Deal Save 3.png

Deal Save 4.png


Changes to the Sales Up

Along with the Deal Status and  Close Deal button also the way you have your Dispositions set up, the Sales Up for the customer on the sold unit will update the Status to Won, mark the Sales Up checkbox to Sold, create a link to the Deal and add the Car Deal Date. This information will reside on this Sales Up for all time.  Deal Save 6.png