Deal Statuses

Change the status of a deal to record whether the sale happened.

Requirements: The deal update permission, held by the Owner and Manager roles. Marking a deal won also needs a sale price and an attached car.

Mark a deal won

Open the deal.
In the Status section of the side column, select Mark Won.

The toast Marked Won confirms the change. The Stage shows Won.

If the sale price or the car is missing, the dashboard refuses the change. The messages are Set the sale price before marking this deal won. and Attach the car before marking this deal won. See Attach a car to a deal.

Close a deal without a sale

Open the deal.
In the Status section, select Lost or Cancelled.
Enter the reason in the Reason field.
Select Mark Lost or Mark Cancelled.

The Cancel button next to the reason closes the field without a change. A reason is required. The reason appears on the Overview tab under Closing Reason.

A deal that is already Won can also move to Lost or Cancelled. A Won deal cannot be deleted, so Cancelled is the way to remove a won sale from the active deals.

Reopen a deal

Open a deal that is Won, Lost or Cancelled.
Select Reopen.

A Lost or Cancelled deal must be reopened before it can be marked Won.

Change several deals at once

In the deals list, select the checkbox of each deal. The checkbox in the header selects the deals of the current page.
Select Change Status in the bar that shows the number of selected deals.
Select a status. For Lost or Cancelled, enter one reason and select Apply.

The dashboard changes each deal on its own. A toast reports the deals that changed and the deals that failed, with the first reason for the failures.

What happens to the car and the money

Change	Effect
To Won	The commission amount is fixed from the terms and the sale price. The car moves to Sold when it is at an earlier stage. The car history records Sold on deal # and the number.
To Won with a partner and terms	The commission is added to the Awaiting list of the deal. The label is Commission for and the partner name, or Settlement from and the partner name for a markup deal.
Out of Won	The fixed commission amount is cleared. The car returns to In Inventory only when it is still at Sold. A car that is already loaded or in transit keeps its stage. An unsettled commission in the Awaiting list is cancelled.
To Lost or Cancelled	The car is free for another deal.

Notes

Every status change appears on the History tab with the author, the reason and the time.
A deal cannot move to the status that it already has.
A won deal without a partner, or with a partner who has no terms, adds no commission to the Awaiting list.

Mark a deal wonCopy Anchor Link

Close a deal without a saleCopy Anchor Link

Reopen a dealCopy Anchor Link

Change several deals at onceCopy Anchor Link

What happens to the car and the moneyCopy Anchor Link