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How to Edit or Update the Status of a Deal in Your Sales Desk
How to Edit or Update the Status of a Deal in Your Sales Desk

Need to document the status change in a Deal in your Dealership Drive system? Learn how to do so in seconds.

Ken Lane avatar
Written by Ken Lane
Updated over a week ago


Keeping any of your Deal statuses up to date only takes a few seconds.

1. Navigate to https://www.dealershipdrive.com/ to log into your account.

Screenshot of: Navigate to <a href="https://www.dealershipdrive.com/" target="_blank" rel="nofollow noopener noreferrer">https://www.dealershipdrive.com/</a> to log into your account.

2. Click "Sales Desk"

Screenshot of: Click "Sales Desk"

3. Click "Deals"

Screenshot of: Click "Deals"

4. Click "Actions" next to the Deal you need to update.

Screenshot of: Click "Actions" next to the Deal you need to update.

5. From the options, select "Edit."

Screenshot of: From the options, select "Edit."

6. Select the "Settings" button within the deal you need to edit.

Screenshot of: Select the "Settings" button within the deal you need to edit.

7. Select the drop-down option associated with "Deal Status."

Screenshot of: Select the drop-down option associated with "Deal Status."

8. Select the status that best reflects the new state of the Deal—in this case, "Returned."

Screenshot of: Select the status that best reflects the new state of the Deal—in this case, "Returned."

9. To update this status in your system, scroll down to the bottom of the screen and select "Save changes."

Screenshot of: To update this status in your system, scroll down to the bottom of the screen and select "Save changes."

If you have any additional questions about using your Dealership Drive system, don’t hesitate to look through our Help Center or reach out using the floating chat icon.


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