Archiving Deals: Best Practices

When managing deals, simply archiving them may not be the most effective choice. Archiving a deal keeps it in an open status, which indicates that no action has been taken. Instead, consider bundling and reconciling the deal to maintain clear documentation.

Effective Deal Management

A more efficient approach involves documenting when the deal was sent to the DMV and when it cleared. If you have confirmed that the transaction is cleared, marking it as "Customer Demand" with a note regarding its resolution can enhance clarity.

• Leave Comments: Always leave comments for future reference on any actions taken.
• Avoid Past Due Emails: Make necessary adjustments in your system to prevent overdue notifications.

This method ensures you retain a comprehensive record of all transactions while keeping your workflow organized.

Steps to Post Fees and Archive Rolled-Back Deals

If you need to post fees and archive a deal that has been rolled back, follow these steps carefully:

1. Check Status: Ensure that the deal is in RDF (Ready for Delivery) status and has been logged appropriately in the logbook.
2. Create Rollback: Mark the deal as a Rollback so it can be filtered out from your logbook entries.
3. Post Fees: After marking it as a rollback, proceed with e-filing and posting fees for the used vehicle just like any other transaction.
4. Total Completion: Once all necessary fees are posted successfully, ensure everything is documented accordingly before finalizing your records.

Your Action Plan

This structured approach will help keep track of each step involved in managing deals effectively. By following these guidelines, you'll maintain better organization within your system while ensuring compliance with operational protocols related to vehicle transactions.

If you have further questions or require assistance with specific scenarios involving deals or fee postings, don’t hesitate to reach out!