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Replace Dropdown List into the Contract Leasing

Replace Dropdown List into the Contract Leasing

Aug 6th, 2022

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How to Replace Dropdown List into the Contract Leasing

5 out of 5

13 votes

[Music] hey everybody matt here with sales chain university its pretty easy to get your records crossed when youre following up on existing business whether that be upgrading a lease that already exists in the system or simply renewing it with the same machinery no matter which is the case you want to make sure that youre referencing that existing lease when you process that new deal with the client this helps keep the chain of information connected avoiding duplicity or discontinuity in your flow of data plus it makes it easy for your managers or your warehouse staff to reference that lease when theyre actually processing the deal and getting the order fulfilled today im going to show you how to properly make a new proposal and order referencing an existing lease within the sales chain system otherwise known as upgrading an existing lease lets jump into the system first thing im going to do is navigate from my home screen over to the accounts window this might be in my favorite

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