This article will guide you through determining what contract is being used in a sales package, and where to go to make changes to the contract.
1. Access The Sales Package
To determine the contract being used you will need to locate the Sales Package. Navigate to Setup > Sales > Sales Packages. Click the sales package name.
2. Locate Contract
Clicking the sales package will open it to the Settings tab. Scroll down this page to the Terms Of Sale / Client Contract. The contract being used will appear in the drop down menu.
3. Locate and Edit Contract Template
Now that you know the contract name click on Setup > Sales > Contract Templates. Locate the desired contract and click the edit pencil icon to make any changes.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Club Setup: Can access setup
- Club Setup: Can access sales packages setup