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.
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.