canceled leads with contracts
Answered
Why is the system erasing/deleting the contracts on leads that have been canceled? We still need to see the contracts and have a copy of the signature on the contract.
lead:
If you go to the contract section of lead it's still there....someone generated a new one:
Just make the original active again under contract section
If you go to the contract section of lead it's still there....someone generated a new one:
Just make the original active again under contract section
ok thanks. Yes, when you click on it, it says the contract is not available. I can click on edit to view it, but the links no longer work
ok thanks. Yes, when you click on it, it says the contract is not available. I can click on edit to view it, but the links no longer work
To make the links active again you need to go to the contract section of the lead and make the other signed template active see attached.
To make the links active again you need to go to the contract section of the lead and make the other signed template active see attached.
Replies have been locked on this page!