Knowing the difference between Sold and Delivered in DriveCentric helps keep your pipeline accurate and your reporting clean.
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.
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!