Contracts

Access the Contract Edit Window

This article will discuss how to access the Contract Edit Window. For more information about the capabilities of the Contract Edit window, check out the links found in this article.

Access the Contract Edit Window

Follow these steps to access the Contract Edit window:

  1. Click Sales using the left-hand navigation menu.

    Screen Shot 2021-07-27 at 8.53.20 AM

  2. Click on the Contracts tab to view your contracts and proposals.

    Screen Shot 2021-07-27 at 8.54.36 AM

  3. Locate the contract you would like to view and click the View button to display the Contract Detail Panel.



  4. Click the Edit button to display the new Contract Edit window. 
    Note: The existing contract edit functionality will remain in the system for a short time following the update.



The new Contract Edit window is displayed.