The sales deals of the dealership, from the first request to the closed sale
A deal records the sale of one car to one customer. Every deal has a number that is unique within the dealership, for example Deal #14.
A deal names a customer. It can also name a sales partner and a car. A deal can exist before the car does, which allows the dealership to record an order for a car that is not yet sourced.
| Status | Meaning |
|---|---|
| Open | The deal is active and not yet settled. |
| Won | The sale is agreed. The commission is fixed at this point. |
| Lost | The customer purchased elsewhere. |
| Cancelled | Either party cancelled the deal. |
A new deal always starts as Open.
Select a deal in the list to open its page. The page shows the car name, the status, the deal number, the customer and the sales partner. The remaining content sits in tabs.
| Tab | Content | Shown when |
|---|---|---|
| Overview | Details, contacts, closing reason and notes. The financial summary and invoices appear when the team member holds the matching permission. | Always |
| Payments | Money received, money awaited and the recorded transactions | The team member can read financial records |
| Documents | Invoices of the deal and the documents of the customer | The team member can read customer and partner documents |
| Tasks | Tasks linked to the deal | Always |
| History | Every status change, with author, reason and time | Always |
The sidebar shows Deals only to team members who hold the Deal Pipeline Access permission. The Owner and Manager roles hold every permission in the table. The Staff role holds none of them by default.
| Action | Permission |
|---|---|
| Open the Deals page and a deal | Deal Pipeline Access |
| Open a deal | Open Deals |
| Edit a deal, change its status or attach a car | Deal update, held by the Owner and Manager roles |
| Delete a deal | Deal delete, held by the Owner and Manager roles |
| See sale prices | Deal Financial Access |
| See partner names | Partner Directory Access |
| See commission figures | Partner Commission Access |
| See the Payments tab | Financial Records Access |
The Owner changes the switches that carry a label in Settings under Permissions. Deal update and deal delete have no switch. The Edit action of a deal also needs Deal Financial Access and Partner Commission Access.
A customer, a partner or a task assignee opens a shared page from a link that a team member issues. Those pages have their own guides.