How to Mark a Deal as Sold

Once a deal has closed, it is important to mark it as Sold in YachtCloser in order to ensure accurate stats on the Help page and to keep your Current deals page up to date.

How to Mark a Deal as Sold:

  1. Go to the Documents page
  2. Click the Sold button

The Finalize as SOLD popup will appear.  Enter the Closed Date and click Ok.  You can also indicate if the sale was retail or wholesale and add comments.

The status on the deal record will transition to Sold and the Closed Date is displayed.

You can view deals that have previously sold by changing the current-view filter from My Active to My Sold.  The Closed date will be displayed in red.

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