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Last modified by Isaac Mejia on 2026/04/07 17:22
From version 21.1
edited by Isaac Mejia
on 2026/04/07 17:21
Change comment: There is no comment for this version
To version 19.1
edited by David Stadnyk
on 2026/03/20 16:02
Change comment: There is no comment for this version

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1 1  {{include reference="KBArticleHeader.WebHome"/}}
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3 -= Selling a Contract from a Member's Profile =
3 += Selling a Contract =
4 4  
5 5  This help article will show you how to sell a contract on an existing member through their member profile
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7 7  * After you've added a new member to your member manager platform you will see and click on the option for "New contract" at the top right of the screenimage~:newContractMP.png
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9 -* Clicking on the **Contract **drop down menu will allow you to select the contract type you're selling to this member. Once you've selected the right contract for this member you can click on **Create Contract. [[image:createContractMP.png]]**
9 +* Clicking on the **Contract **drop down menu will allow you to select the contract type you're selling to this member. Once you've selected the right contract for this member you can click on **Create Contract. [[image:createContractMP.png**]]**
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11 -* This should now load in the contract details, if all of the default contract information is applicable for this member you can go ahead click **Save & Continue. **If you need to edit the contract in any way click here to go to the [[Editing Contract Details Section[[image~~:contractDetailsMP.png]]>>#editingcontractdetails]]
11 +* This should now load in the contract details, if all of the default contract information is applicable for this member you can go ahead click **Save & Continue. **If you need to edit the contract in any way click here to go to the [[Editing Contract Details Sectionimage~~:contractDetailsMP.png>>#editingcontractdetails]]
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13 13  * If you've chosen to make no edits to the contract details, after you've clicked **Save & Continue ** on the previous page it should have loaded the contract terms. You should review these with the member and have them sign where applicable and then once again click on **Save & Continue. **//Note: You can also choose to print a copy of the contract if you want to keep a paper record of it on file.[[image:signContractMP.png//]]//
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