- Open Portal
- Select the 'Sales Hub' section. This is in the top left between ‘Leads’ and ‘Analytics.’
- You will see 6 sections for deals:
Section | Description |
All | All deals, regardless of the deal outcome |
New | New deals that are not complete |
Action needed |
Action needed for the deal such as
|
In progress | Deals that are not complete or cancelled |
Completed | Deals that are complete |
Cancelled | Deals cancelled by the retailer or consumer |
Managing a part exchange on a deal
Managing finance on a deal
How to complete or cancel a deal
Completing or cancelling the deal will return the £99 reservation fee back to the consumer.