> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revdesk.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Work every lead as a deal
> The Desk turns every inbound lead into a deal you can see, move, and close, with a payment solver for working the numbers and revocable proposal links for sending them to the customer.
The Desk is where a lead stops being a call that happened once and becomes a deal you can see, move, assign, and close. Every deal keeps the source that produced it, so the month's reporting adds up.
It is named for the desk at a dealership where deals actually get decided.
The Desk is an optional workspace surface, off by default. An admin turns it on under **Settings → General → Workspace surfaces**. Until then, the page shows what it does rather than disappearing from the nav.
Turning it on also changes intake: from that point, inbound leads from calls, texts, and forms are captured as deals.
## The board
One column per stage, left to right, ending in the outcome.
| Stage | What it means |
| ------------------- | ------------------------------------ |
| **New** | Untouched. Nobody has worked it yet. |
| **Working** | In conversation. |
| **Appointment set** | Booked to come in. |
| **Showed** | Came in for the appointment. |
| **Desking** | Working the numbers. |
| **Sold** | Closed and delivered. |
| **Lost** | Not moving forward. |
Filter by location, department, source, and owner, and sort by last activity, stalest first, or amount. Filters live in the URL, so a filtered board is a link you can send to someone.
### Stage names follow your industry
The stages themselves are fixed, since automations and reporting key off them. What changes is the words on the board. Pick the template that matches how your team talks:
| Template | Reads as |
| ---------------------- | ------------------------------------------------------------------------------------- |
| **Dealership sales** | New, Working, Appointment set, Showed, Desking, Sold, Lost |
| **Dealership service** | New request, Contacted, RO scheduled, In shop, Estimate approved, Closed RO, Declined |
| **Generic CRM** | New lead, Qualifying, Discovery, Proposal, Negotiation, Closed won, Closed lost |
| **Home services** | New request, Contacted, Estimate booked, Quoted, Ready to schedule, Job won, Lost |
| **Healthcare** | New inquiry, Outreach, Consult booked, Seen, Ready to book, Scheduled, Declined |
| **Legal** | New intake, Screening, Consult set, Consulted, Engagement sent, Retained, Declined |
Changing the template relabels the board. It never moves a deal.
## Desking a deal
Open a deal and it gets a **worksheet**: the deal's numbers, created the first time you pencil something. Each deal also carries a short **deal number** you can say out loud, so "pull up 2208" works.
On the worksheet you set the selling price, cash down, trade-ins, fees, and rebates. Then you build **scenarios**, one per payment option you want to show:
| Type | What it computes |
| ----------- | -------------------------------------------------------------------- |
| **Cash** | Cash due, itemised tax, out-the-door. |
| **Finance** | Monthly payment, amount financed, finance charge, out-the-door. |
| **Lease** | Monthly payment, due at signing, depreciation and rent charge split. |
Name them the way you would say them, for example "72 @ 6.99". A worksheet can hold as many scenarios as you want to compare, and exactly one can be accepted.
### Trade-ins
A deal can carry more than one trade, because customers do. Each trade records the **allowance** (what the customer sees) alongside the **actual cash value** and the payoff. The gap between allowance and ACV is trade gross, and it stays on the manager's side of the screen.
### Working backwards from a payment
Customers usually arrive with a payment in mind rather than a price. The solver takes the payment they want and tells you what it would take to get there, by moving one of three levers:
Hold the price and term. What does the customer need to put down?
Hold the price and down payment. How many months gets there?
Hold the term and down payment. What price gets there?
The solver answers the question. It does not change the deal. You see what it would take and decide whether to pencil it.
### Tax and fees are per store
Tax rate, tax method, and the fee schedule belong to the rooftop, not the workspace, because a group with stores in two states does not have one answer. Retail and lease are taxed by different methods, and both are set per store.
Fees are a schedule you maintain rather than free text: each fee carries its own label, default amount, whether it is taxable, whether it capitalises into a lease, and whether it counts toward front gross. A doc fee usually does; title and registration usually do not. Editing the schedule tomorrow does not reprice a quote you saved today.
### The numbers do not drift
Everything is computed in exact integer cents. There is no floating-point rounding, because a payment on a signed document should be the payment you quoted.
Pencilling a deal also snapshots the unit, so an overnight inventory reprice never silently changes a customer's numbers.
## Sending the customer their numbers
When the options are ready, pick the ones the customer should see and send them. They get a text with a link.
Sending **locks** the scenarios you sent, so the numbers the customer is holding stop moving while you keep working the deal.
The link is good for **14 days**. You can revoke it from the deal at any point, and revoking kills the link immediately rather than at the next expiry. You can see whether it has been opened, and how many times.
Front gross, actual cash value, and unit cost are never included in what the customer receives, and are stripped server-side rather than hidden in the browser.
## Reports
The monthly view breaks the funnel and win rate down by source, location, and team, with deal counts and pipeline value. Because every deal keeps its source from intake, the totals reconcile against where the leads actually came from.
Live unit stock, so a deal is written against a real unit.
Who works the leads that land on the board.