Adding Contracts and Information in Avionte | Scribe

    Adding Contracts and Information in Avionte

    • Laura DiNitto |
    • 14 steps |
    • 54 seconds
    1
    Navigate to the company.
    2
    Click "Documents" on the company's profile.
    3
    Click the dropdown under Document Type and select contract.
    4
    Click Upload Document
    5
    Click "Public" to switch to private view.
    6
    Click the share icon.
    7
    Click the "Sales Team" field.
    8
    Click "New Client Set Up Group"
    9
    Click "Save"
    10
    Click "Tags" on the company's profile
    11
    under conversion schedule enter the conversion table from the contract.
    12
    Click this field.
    alert ordinal icon
    Alert! make sure to click the plus sign to add it.
    13
    Click under New Company Tag and Type any requirements.
    14
    For example - Background check. Click the plus sign once done.