NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm

Default Contract Type by Sales Entity

About this video

Synopsis:  The following video demonstrates how you can set the Contract type to default based on a users Sales Entity Record.  Have a sales person that normally sells ASO jobs?  Set the default and save some time.

 

 

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NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm