Update deal status and archive card for registration documents
Update deal status and archive card for registration documents
Untracked registration-document notes in your tracker delay ownership handoffs and billing for sold cars. Keep deal and inventory records current so fulfilment and archiving proceed same day.
Overview
When registration-document events sit in your tracker, handoffs and billing stall and customers wait. This workflow updates deal status, logs inventory notes, and archives the card so fulfillment and records are aligned the same day.