# Deal Statuses (https://docs.carlio.app/docs/deals/change-the-status-of-a-deal)

Mark a deal won, lost or cancelled, or reopen it



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 [#mark-a-deal-won]

1. Open the deal.
2. 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](/docs/deals/attach-a-car-to-a-deal).

## Close a deal without a sale [#close-a-deal-without-a-sale]

1. Open the deal.
2. In the **Status** section, select **Lost** or **Cancelled**.
3. Enter the reason in the **Reason** field.
4. 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 [#reopen-a-deal]

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

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

## Change several deals at once [#change-several-deals-at-once]

1. In the deals list, select the checkbox of each deal. The checkbox in the header selects the deals of the current page.
2. Select **Change Status** in the bar that shows the number of selected deals.
3. 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 [#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 [#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.