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Deal

  1. Deal

    Where this negotiation stands and what belongs to it. The badge shows the current stage.

  2. Create sale

    When the terms are agreed, create the sale from this deal. A deal that already has a sale links to it here.

  3. Details

    The customer, car, trade-in, the person handling it and the original enquiry, each with a link.

  4. Progress

    Update the stage, your offer and notes, then save. A lost deal asks why it was lost.