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

IMPORTANT! In the coming months, we will be phasing out this version of the Tuition Management module. If you are looking for how to work with Contracts in the next generation of the Tuition Management module (which is where all 2023-2024 Contracts were built and sent from), go to the Tuition Management section of our Help Center.

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!