Create a Contract Group

Follow

Once your documents are uploaded, you'll need to create a new "Contract Group". Start by opening the Contracts tool, then clicking "+ New Group". This will open you to the "Group Settings" screen where you'll create the default contract for your contract group, every new contract created in this contact group will start off with the Group Settings you specify here. You can edit individual contracts as needed later on.

Once you have saved this group and its settings, it will be available to view and manage from the main Contracts page.  Here you will have the option to "view" or "add boat". Click "add boat" to start adding your customers to the newly created contract group.  For information on adding boats and sending out contracts, move on to Add boats to your Contract Group.

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.