When in the expanded view of deals, there are three dates at the top of each deal: Delivery Date, Signing Date, and Purchase Date. These dates are used for different purposes in the deal.
- Open the Deal Desking module.
- Locate your deal and click over the deal number to open the record.
- There are two different views available for the deal. You can switch between the views by using the Show More button toward the upper right of the screen.
Once expanded, the deal dates will show.
The Delivery Date is the date the customer takes delivery of the unit. This should be entered prior to updating the deal status to one that adds an appointment to the delivery calendar.
The Signing Date is the date the paperwork is signed.
The Purchase Date is the date a deposit is taken from the customer.