Why "closing a deal" is important
The deal is closed! Before we learn how to close a sale - it's important you understand what closing the transaction will accomplish.
Below are 5 things that happen when deals get finalized:
- 1. It will show up on your sales report.
- 2. It will automatically update your garage register, filling out the "sold to" portion.
- 3. It will transition the SiriusXM subscription from your dealership to the consumer.
- 4. If there was a trade-in, it will automatically add that to the inventory along with the customer information and purchase price.
- 5. It should signify to you that payment has been collected
How to close a deal?
1. Go to the Deals Module
2. Under the Update Tab, locate the section Deal Status
3. From the drop-down, Select Delivered
4. Click on Save.
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