Linking a Contract to an Event/Lead

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:

1. Click on "Contracts" in the main navigation bar.
2. Find the Contract you want to link to an Event/Lead and click on it.
3. Find the "Event Link" area and click on the "Link to Event" button.
4. Using the dropdown menu, select the Event/Lead you want to link the Contract to and click on "Save".
5. 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:

1. Click on "Contracts" in the main navigation bar.
2. Find the Contract you want to unlink and click on it.
3. 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.