Copy contract

Heather Mabee shared this question 2 months ago
Need Answer

When you copy a contract from a previous order say last year and you've had a price increase it doesn't give you current pricing?

This is not a helpful function if you have to go in and look at the prices and change the whole contract. Is there a fix for that?

Comments (2)

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Do you have an lead example so we can see what you are trying to do?

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If you don't have an example right now that's ok, but a couple things to remember if you save a copy of a lead: You need to make sure you update dates/times. You will want to make sure you recalculate and update the lead before saving--this way you will get current prices.