On occasion, you may need to change the contract tied to a lead or re-enrollment lead. This could be for a few reasons but one common reason is that you need to have special, or specific, language for one or more leads or re-enrollment leads. If you do need to change the contract for a lead, here are the steps to follow. See these steps if you need to create the contract in question: How to Copy a Contract.
From the Submitted/Pending Contracts table...
- Start by searching for the lead contract record in question. TIP: use the upper-right search menu to search by first or last name of the student or parent OR use the Filters options
- Select the record and click Other Actions > Change Form
(Right-click and open image in new tab to enlarge)
- Select the desired application from the Contract Multi-Page Form drop-down menu. Click Change Lead Contract Form and you are done!
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