How can I view contract if I don't edit / add it

Steve H. shared this question 21 months ago
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

Comments (3)

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in Upgrades there is a button at the bottom of the screen


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In Legacy it's on the contract tab on the right hand side


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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

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Got it, thank you!  Very easy…!

 

   

           

 

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