A deal is marked SOLD when the customer has agreed to the proposed terms, but this deal has not yet gone through finance. A deal marked as sold is just CRM marked sold. It does not do anything in the DMS until it has been pushed and gone through finance.

For DMS-integrated stores, a deal is moved to the  DELIVERED stage when it has been capped/booked/finalized in the DMS and the delivery information has been sent from the DMS to DriveCentric.

Please note if the deal information received back does not match an open deal in the CRM the delivery will be in the unlinked deals list. A manager will need to link or clear the unlinked deal for the deal to move to the delivered stage of the pipeline.

For stores without DMS integration, a deal is moved to the DELIVERED stage when it has been marked delivered by a user with Manual Delivery permission.