Reconcile sold leads

Owned by Freddie Tibbs
Last updated: Sept 23, 2021Version comment
3 min read

Managers Guide Update or Delete The Sale

Step-by-step guide

Managers Guide Update or Delete The Sale


The first step to reconciling sold leads is determining if a sold lead needs to be updated or it needs to be deleted.

A Sale will need to be DELETED if the customer you’ve marked sold has the wrong vehicle in the lead, OR if the lead shouldn’t have been marked sold at all (this can happen from time to time). This will reset the lead back to its original state and put the sold vehicle back into the inventory without much trouble

A Sale will need to be UPDATED If the Sold Lead you have has the wrong DMS Deal #, or the wrong sales person attached, OR any other piece of information BESIDES the vehicle being incorrect.

Deleting a Sold record


  1. First we locate the report “Sales Details/Edit Sales”. This can be found at the top of the screen under Reports, and then click on Sales Reporting. Also, if you have it saved as a favorite report, you can click it there and access it much more quickly.
  2. If you didn’t have it saved as a favorite before, and you chose Sales Reporting, the next screen you will select the report from the drop down, and choose your dates either before or after the report is pulled up. Click Generate Report when ready.
  3. With the report pulled up, look for the sale you wish to delete, and click on the link on the far right that says “Delete”. 
  4. A message window will ask you to confirm the deletion. Hit OK, and you’ll have put the lead back into the previous status before it was marked Sold-Sale Completed, and the vehicle attached will go back into the inventory and be available for another lead if another customer wants that vehicle.


Updating a sold record


  1. Locate the customer via phone number, name, or email under the customer search tab on the dashboard. Or if you see that individuals name in any of the numerous pod on the dashboard, you can click his/her name and it’ll open the customer profile.
  2. With the customer profile open, you want to click on the customer value tab, look for the sale in question, click on it, and the details of the sale will be laid out. In the upper right corner, there is a button that says “Edit”, click on that and you’ll be taken to the next step…
  3. The next screen will allow you to edit the sale staff information, the deal # if need be, the type of deal, Front End and Back End projections, etc. When all is right in the deal, you’ll want to click Update Sale at the bottom of the screen to then apply all changes and save the sale as intended.

And there you have it. You are now knowledgeable on the difference between when you should delete the sale, or when you should update the sale. Should you have any questions or concerns, please do not hesitate to call our coaching department at 833-456-8117 or email them at coaching@dealerpeak.com.  Thank you for using our quick tutorial. We wish you the best of luck!