- 05 Apr 2022
- 1 Minute to read
Changing Main Contracts
- Updated on 05 Apr 2022
- 1 Minute to read
Customers with multiple contracts always have a main contract. The main contract is the first contract added to their account by default. You change any customer's main contract from the Sales tab in their account.
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If the navigation menu isn't visible, click the menu icon in the top left corner of the page.
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Click the relevant member.
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Click Sales > Contracts.
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Click the three dots icon next to the contract you want to turn into the main contract.
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Select Set as main contract in the pop-up menu.
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Click Yes, do it to confirm.
The Primary tag should now appear next to the contract you've just defined as the main one in the Status column.