Changing Main Contracts
- 16 Jan 2024
- 1 Minuto para leer
- OscuroLigero
Changing Main Contracts
- Actualizado en 16 Jan 2024
- 1 Minuto para leer
- OscuroLigero
The content is currently unavailable in Spanish. You are viewing the default English version.
Resumen del artículo
¿Te ha resultado útil este resumen?
Gracias por sus comentarios
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.
Step-by-step
Log in to dashboard.nexudus.com if you aren't already.
Click the relevant member.
Click Sales > Contracts.
Click the three dots icon next to the contract you want to turn into the main contract.
Select Set as main contract in the pop-up menu.
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.
¿Te ha sido útil este artículo?