Why is my Lead required the status be set to Contracted before I send the Contract?

Josh Cohen shared this question 8 months ago
Need Answer

I am emailing a contract to a lead (a test to myself), however an error message comes up telling me the Lead is non-contracted and must be updated before the contract is sent. It doesn't make sense? I need to send the client the contract and have it signed for it to be contracted.

Comments (2)

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This will happen if the lead is in a status that doesn't Set the Contract Book Date. It looks like the lead was in Quote Hold status without the Contract Book Date set and then once you sent the contract the status was updated to Contracted. Then once you signed and paid the status moved to Confirmed.

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gotcha, makes sense. thanks!