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  1. Motility Software Solutions
  2. Infinity
  3. Deal Desking

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
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