Can I upload a hand-signed contract to complete the record?

Robert Carangelo III shared this question 4 years ago

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.

Comments (1)


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 with the Lead ID as the subject if you want it stored online.