Use these steps if you need to move a contract from one lead to another. This can be very helpful if you have duplicate leads and need to change which lead the contract is tied to.
- Go to the Admissions/Leads > Online Contracts > Submitted/Pending Contracts.
PRO TIP! You may have this as a shortcut on your dashboard.
- Search for the contract in question. Select the contract > Other > Change Lead.
- You will then be able to select the new lead to attach the contract to. Click Move Contract to complete this action.