To convert a contract from a deal to delivered you must have a finalised contract and/or 'deal pack' .pdf document to upload
- Go to the 'Deals and Deliveries' list and find your deal via the search options or select from the list.
- Click on View
- Click on 'Edit Deal/Delivery'
- Change 'Status' from Deal to Delivery
- Click on browse and upload your Finalised contract and deal pack.
- Make sure all fields are correct.
- Enter Estimated Gross amount
- Enter or edit the Estimated Delivery Date
- Click 'Save Deal/ Delivery'.