Change the Status of a Contract Individually or in Bulk

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• 4 conditions - Active contract

  Conditions to be Met for a Contract to Appear on the Map The four conditions that must be met for a contract to be visible on the operations map are as follows: The contract status must be ACTIVE. A service and a price must be assigned to the ...

• ---- Contract (Front)

  The Contract (Front) tab is used to define information that will appear on the contract, such as payments, notes, and terms of the agreement. To access this page, click on MANAGEMENT in the main menu and then on COMPANIES. Select the company for ...

• Adding a service to a contract

  Add a service to a contract After adding a new client, you need to assign a service to that specific contract. Step 1 : Navigute to the Contract menu Via Contract Menu Enter your contract number in the search bar and press Enter Scroll down and click ...

• Cancel a pre-authorized payment plan for a contract

  Once your customer has signe d up for a pre-authorized payment plan, several situations may require it to be terminated, such as a customer who wishes to use another credit card, the card registered is no longer valid or many other reasons. To cancel ...

• Contracts

  The Contracts section provides comprehensive contract management, from prospect identification to contract execution. The top of the window features various tools (filters and labels) to select and navigate through the list of contracts displayed in ...