---
title: Deleting Deals and Sales Desks
description: Navigate to Sales &gt; F&amp;I &gt; Sales Desk or Deals Filter/ Sort and select a Desk or a deal. Click on the &quot;X&quot; on the far right. Choose to delete a [Desk] , [Deal] , or [Prospect] .   If the Deal is Un-Post
---

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May 15, 2025

# Deleting Deals and Sales Desks

## How to delete Deals and Sales Desks

With the proper permissions, Deals can be deleted if customers back out or if the financing for a deal does not come through.  Sales Desks can be deleted if a customer decides he or she does not want to purchase at that time.

[**Please review the VUE Permissions Reference Guide for assistance in assigning the proper roles.**](https://help.dominiondms.com/en/knowledge/vue-permissions-reference-guide?hsLang=en)

[**For further assistance, please also review the Un-Close a Deal vs. Editing a Deal guide.**](https://help.dominiondms.com/en/knowledge/do-not-un-close-a-deal-if?hsLang=en)

**Table of Contents**

**[Reversing Posted Deals](https://help.dominiondms.com/en/knowledge/delete-a-sales-desk-or-deal#Reversing-Posted-Deals)  
[Un-Closing Unposted Deals](https://help.dominiondms.com/en/knowledge/delete-a-sales-desk-or-deal#Reversing-Posted-Deals)  
[Deleting an Open Deal](https://help.dominiondms.com/en/knowledge/delete-a-sales-desk-or-deal#Removing-Deals)  
[Deleting a Sales Desk](https://help.dominiondms.com/en/knowledge/delete-a-sales-desk-or-deal#Removing-Desks)**

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### **Reversing Posted Deals**

 A Deal that has been Posted would need to be reversed in Accounting before the Deal could be Un-Closed.

#### **Navigate to** Accounting \> General Ledger \> Post Vehicle Sales

1. From Post Vehicle Sales, navigate to Posted.
2. Use the Posted Deals grid to search for the deal that needs to be un-closed.
3. Select the appropriate deal.
4. Select the Deal Posting tab.
5. Select the Reverse Posting button.
   
   ![Screenshot 2025-05-06 163819](https://help.dominiondms.com/hs-fs/hubfs/Screenshot%202025-05-06%20163819.png?width=529&height=162&name=Screenshot%202025-05-06%20163819.png)
6. At the prompt to **Reverse all transactions in this Batch and Post?** Click **Yes.**
7. A batch number will appear.  A prompt will appear asking if you need to edit the batch or start all over.   
     1. If the deal just needs to be reopened, click **Start Over**.
     2. If the Posting needs to be corrected, click **Edit**.
8. At the prompt, Reverse all transactions in this Batch and Post? Click **Yes.**
9. The deal is now an Un-posted Deal.

### **Un-Closing Unposted Deals**

Customers may back out of deals or financing do not come through on the deal.  Permissioned Users can unwind or un-close Closed Deals in VUE.

#### **Navigate to** Sales \> F&I \> Deals.

1. From the Deals screen, toggle to *Closed*.
2. Use the Deals grid to search for the deal that needs to be edited or un-closed.
3. Select the appropriate Deal.
4. In the Action ribbon, select **Edit**.
5. Permissioned User will then be able to select **Un-Close** . ![Unclose](https://help.dominiondms.com/hs-fs/hubfs/Unclose.png?width=64&height=56&name=Unclose.png)
6. A prompt will be generated asking if the user wants to Un-Close the deal.  Click **Yes**.
7. Selecting Un-Close turns it into an Open Deal.

### **Deleting an Open Deal**

#### **Navigate to** Sales \> F&I \> Deals.

Only Users with proper permissions will be able to delete Deals.

1. In the Deal Grid, toggle to Open,
2. Using the available search field in the Deals Grid, search for the Deal to delete.
3. Select the Deal to be deleted.
4. Click the **\[X\]** in the top right corner of the Deal.
   
   ![Screenshot 2025-05-06 170401](https://help.dominiondms.com/hs-fs/hubfs/Screenshot%202025-05-06%20170401.png?width=418&height=178&name=Screenshot%202025-05-06%20170401.png)

 

A prompt will appear for the permissioned user to select how far back they want to delete the deal:

![Screenshot 2025-05-06 170452](https://help.dominiondms.com/hs-fs/hubfs/Screenshot%202025-05-06%20170452.png?width=500&height=136&name=Screenshot%202025-05-06%20170452.png)

1. 1. **Deal** - Clicking this will delete the Open Deal.  The Deal will then become a Sales Desk.
     2. **Desk** - Clicking this will remove the Deal and the Sales Desk.
     3. **Prospect** - Clicking this will remove the Deal, Sales Desk, and Prospect Record. (A dialog prompt will then appear to notate the nature of why the Prospect Record is being deleted.)
     4. **Cancel** - Cancels the operation.

### **Deleting a Sales Desk**

If the Prospect does not move forward with the purchase of the vehicle, the Sales Desk can be deleted by a permissioned user..

#### **Navigate to** Sales \> F&I \> Sales Desk

1. In the Sales Desk Grid, toggle to Active.
2. Using the available search field in the Sales Desk Grid, search for the Sales Desk to delete.
3. Select the appropriate Sales Desk to be deleted.
4. Click the **\[X\]** in the top right corner of the Sales Desk.  
   ![Screenshot 2025-05-06 170401](https://help.dominiondms.com/hs-fs/hubfs/Screenshot%202025-05-06%20170401.png?width=468&height=199&name=Screenshot%202025-05-06%20170401.png)
5. A prompt will appear for the permissioned user to select how far back they want to delete the deal:

![Screenshot 2025-05-06 170834](https://help.dominiondms.com/hs-fs/hubfs/Screenshot%202025-05-06%20170834.png?width=466&height=128&name=Screenshot%202025-05-06%20170834.png)

1. 1. **Scenario** - (Applicable only if multiple scenarios are in place within a Sales Desk.  If only one scenario exists in the desk, this option will not appear.) Will delete the Scenario the user is in.   
            1. Before selecting Scenario, please make sure you are in the correct scenario in which you want to delete.
     2. **Desk** - Will delete the entire Desk which has been done.
     3. **Prospect** - Will delete the Scenario(s), Desk and Prospect Record.  (A dialog prompt will then appear to notate the nature of why the Prospect Record is being deleted.)
     4. **Cancel -** Cancels the operation.

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    - [Maintenance \> Sales](https://help.dominiondms.com/en/knowledge/sales-and-fi?hsLang=en#maintenance-sales)
    - [Miscellaneous \> Vendors](https://help.dominiondms.com/en/knowledge/sales-and-fi?hsLang=en#miscellaneous-vendors)
    - [Miscellaneous \> Customers](https://help.dominiondms.com/en/knowledge/sales-and-fi?hsLang=en#miscellaneous-customers)
    - [Miscellaneous \> Receipt Book](https://help.dominiondms.com/en/knowledge/sales-and-fi?hsLang=en#miscellaneous-receipt-book)
    - [Reports \> Commission](https://help.dominiondms.com/en/knowledge/sales-and-fi?hsLang=en#reports-commission)
    - [Sales \> Reports](https://help.dominiondms.com/en/knowledge/sales-and-fi?hsLang=en#sales-reports)
    - [Reports \> F&I](https://help.dominiondms.com/en/knowledge/sales-and-fi?hsLang=en#reports-fi)
- [Payroll](https://help.dominiondms.com/en/knowledge/payroll?hsLang=en#main-content)

    - [Maintenance \> Company Information](https://help.dominiondms.com/en/knowledge/payroll?hsLang=en#maintenance-company-information)
    - [Payroll Process \> Void Payroll Checks](https://help.dominiondms.com/en/knowledge/payroll?hsLang=en#payroll-process-void-payroll-checks)
    - [Payroll Process \> Enter/Edit Payroll Entries](https://help.dominiondms.com/en/knowledge/payroll?hsLang=en#payroll-process-enter-edit-payroll-entries)
    - [Reports \> Quarterly Reports](https://help.dominiondms.com/en/knowledge/payroll?hsLang=en#reports-quarterly-reports)
    - [Maintenance \> Employee Information](https://help.dominiondms.com/en/knowledge/payroll?hsLang=en#maintenance-employee-information)
    - [Payroll \> Reports](https://help.dominiondms.com/en/knowledge/payroll?hsLang=en#payroll-reports)
    - [Maintenance \> Archive Current Year](https://help.dominiondms.com/en/knowledge/payroll?hsLang=en#maintenance-archive-current-year)
    - [Payroll \> Processing](https://help.dominiondms.com/en/knowledge/payroll?hsLang=en#payroll-processing)
- [OEM DCS](https://help.dominiondms.com/en/knowledge/oem-dcs?hsLang=en#main-content)

    - [GM](https://help.dominiondms.com/en/knowledge/oem-dcs?hsLang=en#gm)
    - [Ford](https://help.dominiondms.com/en/knowledge/oem-dcs?hsLang=en#ford)
- [General Topics](https://help.dominiondms.com/en/knowledge/general-topics?hsLang=en#main-content)

    - [Print](https://help.dominiondms.com/en/knowledge/general-topics?hsLang=en#print)
    - [VUE](https://help.dominiondms.com/en/knowledge/general-topics?hsLang=en#vue)
- [VUE Training & User Guides](https://help.dominiondms.com/en/knowledge/vue-training-user-guides?hsLang=en#main-content)

    - [User Guides](https://help.dominiondms.com/en/knowledge/vue-training-user-guides?hsLang=en#user-guides)
- [Podcasts and VideoCasts](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#main-content)

    - [Service Management](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#service-management)
    - [Collision Center/ Body Shop](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#collision-center-body-shop)
    - [CRM](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#crm)
    - [Document Management](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#document-management)
    - [Vehicle Inventory Management](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#vehicle-inventory-management)
    - [Accounting Processes](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#accounting-processes)
    - [F&I Deal Process](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#fi-deal-process)
    - [Payroll](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#payroll)
    - [Retail and Fleet Management](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#retail-and-fleet-management)
    - [Digital Retail](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#digital-retail)
    - [Credit Bureaus](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#credit-bureaus)
    - [eContracting](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#econtracting)
    - [Marketing](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#marketing)
    - [Payment Processing](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#payment-processing)
    - [Registration and Titling](https://help.dominiondms.com/en/knowledge/podcasts-and-videocasts?hsLang=en#registration-and-titling)
- [Recent Enhancements](https://help.dominiondms.com/en/knowledge/recent-enhancements?hsLang=en#main-content)

    - [VUE Software Updates](https://help.dominiondms.com/en/knowledge/recent-enhancements?hsLang=en#vue-software-updates)

[![Dominion DMS](https://help.dominiondms.com/hs-fs/hubfs/DominionDMSemail.jpg?width=600&height=87&name=DominionDMSemail.jpg "Dominion DMS")](https://www.dominiondms.com)

150 Granby St  
Norfolk, VA 23510

<https://www.linkedin.com/company/vuedms/> <https://www.facebook.com/dominiondms> <https://www.youtube.com/channel/UCAKPICkT4rMn1lAp1bOgq0A> <https://www.instagram.com/dominiondms>

[Copyright - Dominion DMS](https://forms.office.com/Pages/ResponsePage.aspx?id=6f83PexuWE-xqW9kLygglODQggSQzXZEttZ8lNAOypBUN1hUV0VUTlpXMzE5RVdOVEtVVU5CMlVROS4u)

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    "@type" : "MediaObject",
    "contentUrl" : "https://help.dominiondms.com/media-transcripts/104807958793/en.vtt",
    "inLanguage" : "en",
    "name" : "en Captions"
  },
  "contentUrl" : "https://8272188.fs1.hubspotusercontent-na1.net/hubfs/8272188/Delete%20a%20Sales%20Desk%20or%20Deal.mp4",
  "dateModified" : "2025-06-17T20:01:16.479Z",
  "duration" : "PT1M9.172S",
  "height" : 906,
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  "uploadDate" : "2023-03-02T14:30:31.511Z",
  "width" : 1678
}
```