Follow these steps anytime you need to manually create a new agreement for a lead.
- Go to the Leads Table > search for and edit lead record.
- Click Start New Agreement and a new agreement will be created with the default line items for the school year and program the lead is tied to.
- You will now be able to add or edit any Agreement Details, Line Items, Deposits, or Payment Schedules.
(Right-click and "Open image in new tab" to enlarge)
- Click Save and you are done adding and editing the new agreement.