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    Changing Main Contracts
    • 16 Jan 2024
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    Changing Main Contracts

    • Updated on 16 Jan 2024
    • 1 Minute to read
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    Article summary

    Customers with multiple contracts always have a main contract. The main contract is the first contract added to their account by default. You can change any customer's main contract from the Sales tab in their account.

    ChangingMainContract_Test

      Step-by-step

    1. Log in to dashboard.nexudus.com if you aren't already.

    3. Click the relevant member.

    4. Click Sales > Contracts.

    5. Click the three dots icon next to the contract you want to turn into the main contract.

    6. Select Set as main contract in the pop-up menu.

    7. 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.

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