Follow these steps when a deal has been completed and you wish to close the deal / finalize the deal.
- Open the Deal Desking module.
- Locate your deal in the list and double-click over the row to open the deal.
- Click the lock icon to edit the deal.
- Click the Status drop-down arrow. Switching from a status with an internal status of Open to a status with an internal status of Done will wash out the deal.
You may receive a popup warning you if Titling Rate 1 does not match the customer’s address.
- Click the Save button at the bottom of the window.