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How to delete a quote

We hear this a lot, “How do I delete out all of my quotes.  I have a lot in here”.  Quotes can stay in the system and not harm anything but they are probably best to be deleted if it does not turn in to a deal.  By deleting old quotes it keeps the software clean of miscellaneous data.  Here’s how to delete quotes:

  1. Click the Deals button on the far left vertical tool bar
  2. Click Quotes under the Deal Views so you only see your quotes
  3. Select a quote then click Delete this Deal under Actions at the bottom of the screen.
  4. Make sure to have the following boxes CHECKED
    Send vehicle to current inventory (unless you know the vehicle has already been sold)
    Delete Deal / Quote
    Delete Account
  5. This quote is now deleted.  Move to the next old quote and repeat!

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