The deal type describes how the customer is paying for the unit. The deal types include Cash, Finance, Outside Lien, Wholesale, Lease, Dealer Trade, and Quote.
- Open the Deal Desking module.
- Locate a deal in the list and double-click over the row to open the deal.
- Click the Lock Icon in the lower left to edit the deal.
- Click the arrow next to Deal Type on the left side of the window and choose the appropriate option.
- Click the Save button at the bottom of the screen.