Deal statuses are used to track a deal's progress through your dealership's steps to close. Deal statuses can also update other statuses, like the unit being sold, trade units, and entities entered on the deal.
- Open any module.
- Click over the icon of a person in the upper right of the screen.
- Choose the Settings option from the menu. This will open a screen where you can apply settings at different levels.
- Select the App Settings tab.
- Click the Deal Desking subtab on the left side of the screen.
- Choose the Status option. This will expand the section.
- To add a new status, select the Add New Record button to the upper right of the table. This will add a new, blank line to the list. To edit a status, scroll to the right and select the Edit button to access the row.
- Enter a description for the status. This is what will show in the list of statuses on an individual deal.
- Optionally, you can change the color for the status. Click over the color picker to open a color selection window.
- Select the desired color.
- Choose the internal status for the status you are creating. The options available are Open, Closed, and Cancelled.
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- Open is used when the deal is still in progress.
- Closed is used when the deal is complete and washed out.
- Optionally, you may choose a position for the status. This sets the order of the statuses in the list. The lower the number, the higher on the list that this status will show. If all statuses are set with the same position, they will show in alphabetical order in the list.
- Deal statuses can automatically affect the unit status for the unit(s) included on the deal. Select the status that you want the unit to be set to when this deal status is selected.
- Deal statuses can automatically affect the trade unit status for the trade unit(s) included on the deal. Select the status that you want the trade to be set to when this deal status is selected. This is most-commonly used for statuses with the internal status of Closed.
- Deal statuses can automatically affect the entity status for the entity or entities included on the deal. Select the status that you want the buyer (and co-buyer) to be set to when this deal status is selected.
- If units are removed from a deal with this specific status applied, you can have a new status set automatically to the removed unit(s) by selecting it from the Unit Removed Status dropdown.
- If an entity or entities are removed from a deal with this specific status applied, you can have a new status set automatically to the removed entity or entities by selecting it from the Entity Removed Status dropdown.
- If you want this status to create an appointment on the delivery calendar, check the box in the Delivery Calendar column.
IMPORTANT: You will need to make sure that the delivery date and time are entered on the specific deal before updating the status to have the delivery appointment generate the correct date/time.
- Select the Update button on the row.