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How to Add an Agreement to a Prospect

 

Adding an agreement to an existing prospect is simple; read on for the low-down.

Click the following link to watch the video on how to add an agreement to a prospect.

 

First Steps

Before adding an agreement to a prospect, you need to first create the agreement in the BizBuilder section.

 

To add an agreement to a prospect:

1. Go the prospect’s profile page by typing their name in the Search field in the upper-right corner, or by clicking their name in the Prospects List.

(If you need to enter a new prospect, click Prospects, and then Add New Prospect. Enter the prospect’s information as usual; near the bottom of the page, you can add an agreement by clicking the Add Agreement – Optional link.)

2. On the prospect profile, click the Agreements tab.

3.  From the Select Template drop-down list, click the appropriate template.

4. (Optional) If you want to change certain details, click the Override Agreement Details link. You can change:

  • Name
  • Birthdate
  • Address on the agreement

Note: This override will only change the information for an agreement on an individual student and will not affect the original agreement template.

5. After selecting the correct template, click the Edit/Preview Agreement button. A preview of the agreement template appears.

6. If you need to make adjustments to the agreement, you can click within the preview window or click the Edit Agreement button.

7. When you have confirmed that the agreement is to your liking, click Save.

Agreement sharing options:

  • Copy and paste the link into a new window for the student to sign while at school.
  • Email a copy of the agreement to the student for them to sign.
  • Text the student a link that they can use to sign the agreement on their mobile device.
  • Print a hard copy of the agreement.
  • Create a PDF of the agreement.

After the agreement has been created, a copy will be stored in the prospect’s profile.

The agreement will be updated once the prospect has added their signature.

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