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ParPrice Portal

Last Update één jaar geleden

Add Client Appointment in the Calendar Assign Appointment to a Team Member Adding a quick Contact in the Portal Edit a Contact record. Adding a Lead source to a Contact

Deleting a Sales Contract

Steps to delete a contract in the portal.

Morgan

Last Update één jaar geleden

Step 1: Click Contacts from the left side menu.

Step 2: Select your client.

Step 3: From the contact, click the Jobs tab.

Step 4: Find the job you'd like to delete and click the delete Icon.

Note: This can't be undone. If the customer has canceled the contract, we recommend changing the status to canceled. This allows you to save the original contract documents.

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