Note: If you have created a quote from a lead, you will no longer be able to edit the lead. In other words, the "Save" and "Catalog" buttons will be invisible to lock the lead.

Creating a Sales Contract as a Follow-up Process

Sales contracts are the final step in the retail sales cycle.

It requires the most information about the customer as it performs the sales transaction.

To speed up the entry into the system, you can create a sales contract as a follow-up process for sales potential by clicking the "Contract" button./p>

For more information, see Sales Agreements .

Note: If you have created a contract from a lead, you can no longer edit the lead. In other words, the "Save" and "Catalog" buttons will be invisible to lock the lead.