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Changes for page Enter A Contract

Last modified by Isaac Mejia on 2026/03/19 17:47
From version 24.1
edited by David Stadnyk
on 2026/03/17 17:12
Change comment: There is no comment for this version
To version 22.1
edited by David Stadnyk
on 2026/03/17 15:11
Change comment: There is no comment for this version

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10 10  
11 11   Enter A Contract
12 12  
13 -Created by
14 -Amith, last modified by
13 + Created by
14 + Amith, last modified by
15 + Cathy Beckstead on Feb 19, 2025
15 15  
16 -David Stadnyk, March 17th 2026
17 -
18 18  Member Manager sales are split into Products, Services, Packages and Contracts. The Contract sales process is done separately from the other three, and you are not able to combine Product, Service or Package sales with the Contract sale. There are two ways to start a Contract sale.
19 19  
20 20  **Option 1: Sales>New Contract**
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24 24  
25 25  Go to the Member Profile for the Purchased for Member. If the member has not been entered yet, go to Members>Add Member and add their profile information and click OK. Click New Contract to enter a contract for that member.
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27 -[[image:1773767508677-618.png]]
26 +[[image:kb-1487601665-1484357688-1.png]]
28 28  
29 29  If starting from **Sales>New Contract**, you will need to add the **Purchased By**. Type the name of the Purchased By member in the field to search. If starting from the Member profile, the Purchased By name will be automatically entered. Choose the staff member who sold the contract, and the Contract item from the drop down and click **Create Contract.**
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1 -XWiki.DavidStadnyk
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