Starting a New Agreement

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.