In DriveCentric, the Sold Date is the date a deal is marked as sold in the system. This date is set manually by selecting "Mark as Sold" under Actions on the right side of the Customer Card and choosing a Status (Sold, Pending, Ordered, Locate). "Mark as Sold" cannot be backdated directly in the system.
Knowing the difference between Sold and Delivered in DriveCentric helps keep your pipeline accurate and your reporting clean.
Additionally, the Delivery Date is automatically sourced from the finalized deal record in your DMS and synced with DriveCentric. This can vary based on which DMS you use and how you have that DMS configured.
When a Deal is Marked SOLD
A deal is marked SOLD when the customer has agreed to the proposed terms — but has not yet gone through finance.
The deal is only marked “Sold” inside the CRM.
It does not affect your DMS until it’s been pushed and finalized through finance.
Think of “Sold” as your internal signal: This customer said yes, but paperwork isn’t finished yet.
When a Deal Moves to DELIVERED
For DMS-integrated stores:
A deal automatically moves to DELIVERED once it’s capped, booked, or finalized in your DMS.
Delivery information is sent from the DMS back to DriveCentric.
If the information coming back doesn’t match an open deal in the CRM, it’ll show up in the Unlinked Deals list.
🛠 Manager Tip:
A manager will need to link or clear the unlinked deal for it to move into the Delivered stage of your pipeline.
For stores without DMS integration:
A deal is moved to DELIVERED when it’s manually marked as delivered by a user with Manual Delivery permission.
To correct sold or delivery dates, update the delivery date in the DMS, save the changes, and resync the deal in DriveCentric. To resync the deal in DriveCentric, open the customer record, go to the Deals tab, open the Delivered record and click the "Resync" button on the right. If you do not see the "Resync" button, you may not have this permission enabled and will need to reach out to one of your Expert Users.
For manual corrections, ensure the user has the appropriate permissions.
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!
FAQs on Date Modifications and Syncing
Can I manually change the sold date in DriveCentric? No, the sold date is set when you mark a deal as sold.
What happens if I mark a deal as sold today but it was actually sold yesterday? The system will record today’s date as the sold date. If the deal was finalized as a Delivery in the DMS yesterday, it will update the customer record in DriveCentric when matched to the customer profile.
The deal was marked as Finalized in our DMS. Why does the Customer card in DriveCentric show in Sold and not Delivered?
The delivery record from your DMS may not be linked to the correct customer card in DriveCentric. You will want to check the Possible Duplicate Delivery section (or Unlinked section, depending on your store's settings). When records exist in these sections, they will show under the Delivered section of the Sales Engagement Hub pipeline.How do I ensure accurate syncing between the DMS and DriveCentric? The best practice is to push the deal from DriveCentric to your DMS prior to finalizing the deal in the DMS. Use the Resync option on the Delivery record in DriveCentric to pull updated information from the DMS.