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Can I upload a hand-signed contract to complete the record?
Answered
In this way I can have complete documentation online for each event, and it can also get rid of the reminder that the contract is "DUE" in the "Rcvd" column in the overview page.
The same question
Go to the event, click the Contract tab, and set the date for Contract Rcvd. This lets the system know you have a physical signed contract.
You can also email the hand-signed contract to attach@inflatableoffice.com with the Lead ID as the subject if you want it stored online.
Go to the event, click the Contract tab, and set the date for Contract Rcvd. This lets the system know you have a physical signed contract.
You can also email the hand-signed contract to attach@inflatableoffice.com with the Lead ID as the subject if you want it stored online.
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