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Jasmine Richardson
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Configuration Options - Salesperson For Agreement Renewal Reviews
1 year ago
1 year ago
Jasmine Richardson
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Agreements Detailed Enquiry
Finding Agreements in Review or Renewal Navigate to Agreements > Detailed Enquiry. Filter...
Processing The Review
Review Enquiry Navigate to Agreements > Review Enquiry from the Agreements menu. This will ...
Entering an Agreement into the Review System
Scheduling a Review from the Agreement Explorer Window Navigate to Agreements > Agreement Expl...
Configuration
Setting up Agreement Review Types To set up agreement review types, navigate to the administrati...
Overview
This module is specifically designed to manage agreements, it allows you to tag an agreement for ...
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