Creating an Ironclad Agreement and Sending Out a Contract
- Jared Reklaitis |
- 0 step |
- 2 minutes
Navigate to [https://ministry.lightning.force.com/lightning/r/SBQQ__Quote__c/a0qTV000000FSGvYAO/view?uid=170561283872094441&ws=%2Flightning%2Fr%2FContact%2F0032G00002EK60lQAD%2Fview](https://ministry.lightning.force.com/lightning/r/SBQQ__Quote__c/a0qTV000000FSGvYAO/view?uid=170561283872094441&ws=%2Flightning%2Fr%2FContact%2F0032G00002EK60lQAD%2Fview)
Click "Create Workflow"
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Add any of the information if deemed necessary
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Click here.
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Click Licensed Software. Click Professional Services if they purchase training
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Click on the boxes that coincide with each module the client purchased
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Click Yes if this is a giving migration
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Click "Submit"
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Click "Order Form with Jeeahs Hope Inc (65a9966dd3).docx"
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Click "Approve" to send out the Docusign contract
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