Required Permission: Create Multiple Open

For customers purchasing multiple vehicles at one time you will need to have multiple open deals. Each customer can have up to three open deals.
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Step 1) Open the customer card and click the New Deal button.

Step 2) Select the source type and source description for your new deal and click Add Deal.
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If you have any questions about the Roadmap to the Sale icon, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!