Deal Desking
Deal desking is where quotes and deals are created, edited and completed.
- Add / Modify Deal Statuses
- Add Accessories to a Deal
- Add Lien Payoff Bank Information
- Add New Finance Source
- Apply Internal Service Invoices to the Cost of a Unit
- Convert Quote to Deal
- Deal Desking Accounting
- Deal Desking Overview
- Deal Documents
- Deal Screen
- Edit Deal Preset
- How to Add an Existing Entity as a Finance Source
- Send a Deal to AppOne
- Start an RO from a Deal
- Take a Deal Deposit
- Tax Aftermarket Items or Other Fees
- Update Account Summary Setups
- Update Taxes