wrong contract is being sent
Solved
HI there!
I have updated my contract template but the old one is still going out to clients. How do I get it where my new one is being sent as a default rather than having to switch it myself?
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What is the name of the new contract and a lead this has happened on? Thanks
What is the name of the new contract and a lead this has happened on? Thanks
I didnt catch it that the new one wasnt sending till someone pointed it out...
so the old one is sending to all.
The new one is called OMBY Contract-6-2025
I didnt catch it that the new one wasnt sending till someone pointed it out...
so the old one is sending to all.
The new one is called OMBY Contract-6-2025
Go to the contract in your contract templates settings and be sure the correct one is marked as the default
Go to the contract in your contract templates settings and be sure the correct one is marked as the default
Thats what I cant figure out how to do!! lol
Thats what I cant figure out how to do!! lol
Go to the template and there' a checkbox on the top of it that says "default" be sure this is checked. Settings-->Contract Templates
Go to the template and there' a checkbox on the top of it that says "default" be sure this is checked. Settings-->Contract Templates
Hahahahaha! Thank you! Sometimes I look for the hard way to figure it out!
Hahahahaha! Thank you! Sometimes I look for the hard way to figure it out!
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