Video Tip - Go to the 4:10 mark of the video to view information on how to link a Contract to an Event.
If you create a Contract from inside an Event/Lead, the Contract will automatically be linked to the Event/Lead. However, if you create a Contract from the main Contract section (in the main navigation bar), you have the option to link or not to link the Contract to an Event/Lead.
To Link a Contract to an Event:
- Click on "Contracts" in the main navigation bar.
- Find the Contract you want to link to an Event/Lead and click on it.
- Find the "Event Link" area and click on the "Link to Event" button.
- Using the dropdown menu, select the Event/Lead you want to link the Contract to and click on "Save".
- The Contract is now linked to the Event/Lead and will be visible when you click on the Contracts tool button from the Event/Lead Dashboard.
To Remove a Linked Contract From an Event:
- Click on "Contracts" in the main navigation bar.
- Find the Contract you want to unlink and click on it.
- Find the "Event Link" area and click on the "Remove Link" button. The Contract will immediately be unlinked and will no longer be associated with the Event/Lead.
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