Wondering why items still show in Contracts/Reports... tab

Nilufer Soucek shared this question 5 years ago
Answered

We've noticed that old contracts are still showing up in this list. Can you tell us how we can clean up this list?

Thanks so much!

Nil


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Best Answer
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On the contract tab, there is a field that notes the date you received the contract. If you put a date in this field and save the lead, these should go away.

Comments (2)

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On the contract tab, there is a field that notes the date you received the contract. If you put a date in this field and save the lead, these should go away.

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I have been keeping up with editing this section. Is there a way to clear it out without having to manually and edit all of them?

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