Deal Statuses

Deals can get complicated, especially when finance companies are involved. To help dealerships track the state of a deal in progress, DeskManager offers customizable deal statuses. 

For example, perhaps you’ve submitted a deal to a lender and are waiting for financing. You can assign a custom “awaiting financing” deal status to better organize your workflow and understand a deal at a glance. 

Creating a custom deal status takes only a minute of your time and can prevent hours of headaches down the road. 

How to Set Up a Deal Status 

First, click the Settings cogwheel located at the bottom of the leftmost sidebar. Under the Deal category, select Deal Status.  

To add a new deal status, click Add New. 

Give this deal status a Name. 

Then choose a color for this status. 

The tag for this deal status will be the color you select, making it easy to identify at a glance. Here’s an example of a blue status in the deal list. 

Unlike an inventory substatus, a deal status does not prevent sales or control WebManager visibility. A deal status is purely an organizational tool. 

Once complete, click Save & Close. 

How to Apply a Deal Status 

To assign a Deal Status to a deal, first navigate to the deal from the Deal List. 

In the top-right, find the Sub-Status dropdown box. Then select a Status. 

Once complete, click Save.