how do i change options on my contract page?
Answered
how do i make it where a signed contract does not put a hold on my units?
only a paid deposits puts hold on them.
how do i make it where a signed contract does not put a hold on my units?
only a paid deposits puts hold on them.
The same question
You could change your lead status setting for "Contracted" to not reserve equipment. The next status that would reserve equipment is Confirmed (deposit paid & contract signed).
To do this, go to Settings-->Lead Status-->Contracted, uncheck "Reserve Equipment for Leads in this Status" and save.
You could change your lead status setting for "Contracted" to not reserve equipment. The next status that would reserve equipment is Confirmed (deposit paid & contract signed).
To do this, go to Settings-->Lead Status-->Contracted, uncheck "Reserve Equipment for Leads in this Status" and save.
you have a couple ways, force the deposit on the contract before they can sign (is the best way) or you can change up your statuses
we found it way better to force deposit payment then allow signature
if you get a school or someone that doesnt pay deposits, just set the deposit amount required on teh lead to 0 dollars or 0 percent and then it will allow the client to sign without payment
change that setting here
settings/pages and templates/ contract page check the require payment first box
you have a couple ways, force the deposit on the contract before they can sign (is the best way) or you can change up your statuses
we found it way better to force deposit payment then allow signature
if you get a school or someone that doesnt pay deposits, just set the deposit amount required on teh lead to 0 dollars or 0 percent and then it will allow the client to sign without payment
change that setting here
settings/pages and templates/ contract page check the require payment first box
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