How can I view contract if I don't edit / add it
Answered
I just watched the training on leads. The instructor went into the contract page and showed how to edit a contract but said you should really never have to (which I agree with). My question is: I like to view the contract prior to sending to the customer (just to ensure everything looks good). The only way I can find to do this is to click edit and then add. Once I do that, a green "View" appears and I click that.
Is that the most efficient way to do this or is there a better way?
Thanks,
Steve
The same question
in Upgrades there is a button at the bottom of the screen
In Legacy it's on the contract tab on the right hand side
in Upgrades there is a button at the bottom of the screen
In Legacy it's on the contract tab on the right hand side
As long as the lead is in the contracted status just hit the contract button on the bottom of the screen and you can view it without "creating" a contract
As long as the lead is in the contracted status just hit the contract button on the bottom of the screen and you can view it without "creating" a contract
Got it, thank you! Very easy…!
THE LARGEST OUTDOOR MOVIE COMPANY IN THE U.S.
e rhonda@funflicks.com | e steve@funflicks.com
w funflicks.com
MA 508.809.3169 | MA 978.377.8367
RI 401.383.9277 | NH 603.499.7117
Got it, thank you! Very easy…!
THE LARGEST OUTDOOR MOVIE COMPANY IN THE U.S.
e rhonda@funflicks.com | e steve@funflicks.com
w funflicks.com
MA 508.809.3169 | MA 978.377.8367
RI 401.383.9277 | NH 603.499.7117
Replies have been locked on this page!