How to Change the Contract Tied to a Lead or Re-enrollment Lead

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...

1. 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
2. Select the record and click Other Actions > Change Form
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3. Select the desired application from the Contract Multi-Page Form drop-down menu. Click Change Lead Contract Form and you are done!