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Where are all of my sold deals for this month?
Where are all of my sold deals for this month?

FAQs

Genius avatar
Written by Genius
Updated over a year ago

In the DriveCentric pipeline you have a sold bucket which are your customers that have been marked sold in the CRM but have not been marked delivered yet.

Delivered deals are shown in your delivered bucket. Delivered deals move to the delivered stage in stores with a DMS integration when we receive the delivery information from your DMS.*

For stores without DMS integration deals move to the delivered stage when a user with deliver permissions (typically a manager) marks the deal as delivered on the customer deal card.

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*Information received from the DMS must match the customer and deal information in the CRM for the system to auto match the record and move the deal to the delivered stage. If the information is not a match the delivered deal will be in the unlinked deals bucket waiting for a manager to verify and match it to the open deal in the CRM.

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