Delete a Sales Desk or Deal

Navigate to Sales > F&I > Sales Desk or Deals

Filter/ Sort and select a Desk or a deal.

1. Click on the "X" on the far right.

2. Choose to delete a [Desk] , [Deal] , or [Prospect] .

 

If the Deal is Un-Posted (either closed or not closed)

Navigate to Accounting > General Ledger > Post Vehicle Sales
Filter/ Sort and select a Desk or a Deal.

1. Click the [Deal] button in the Action Ribbon to open the Deal in a new tab.
2. Click the [Edit] button.
3. Click [Un-Close]. 
4. On the top right of the deal screen, click the 'X' to delete the deal.

Once the screen refreshes, you will see that this is now a Desk.

1. Re-click the 'X'
2. Select [Desk] to delete the desk.

Your deal and the desk associated with it have now been deleted. To delete the prospect, go to the prospect record and click the [X] in the Action Ribbon.

 

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