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Duplicate contracts
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If a person wants the same contract for multiple dates, is there a way to just duplicate with the other date(s)?
If a person wants the same contract for multiple dates, is there a way to just duplicate with the other date(s)?
The same question
You can open the original, change the date and click "save copy" instead of "save" which will create a lead with all the same details. If you've customized the contract document for that lead, it will need to be edited though.
You can open the original, change the date and click "save copy" instead of "save" which will create a lead with all the same details. If you've customized the contract document for that lead, it will need to be edited though.
thank you
thank you
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