Navigate the Contract Edit Window

This article will discuss the various parts of the Contract Edit window. Use this page to view and manage emails and addresses on your contracts, manage the sold by user, update the billing information, manage media kits, and preview your contract.

Navigating the Contract Edit Window

The top portion of the Contract Edit window displays the contact information, contract total, and sales rep.

Use the Email and Address drop-down menus to choose the primary contact information for this contract.

Click the Show More button to select the Billing and Production contact information, contract terms, contract template, deal stage, and contract status.

Use the Sold By drop-down menu to choose the sales rep for this contract.

The navigation bar across the next section allows you to quickly choose between line items, billing, and media kits. You can also preview your contract using this section.