Change the Customer on an Open Deal

Navigate to  Sales > F&I > Deals

Inside the Primary Grid:

1. Filter/Sort the primary grid to the Open tab and locate the Deal. 

2. Select the deal by clicking on the corresponding line.

3. Click the "X" icon in the upper right of the Deal screen.
4.  When prompted to Delete, click the 'Deal' button. 
    
   This will cause the Deal to be reverted into a Desk.
5.  When in the Desk, Highlight the Prospect field and press the backspace key to remove the Prospect.
6. Click the magnifying glass in the Prospect field.
7.  Search for and select the correct Prospect.
8.  Click the [Save] button in the Action Ribbon.
9. Click the 'Make Deal' hyperlink to change it back into a Deal status.