To visit the Agreements module, follow the below steps
- Open the Agreement section by clicking on “Sales/Expenses” from the sidebar.
- Click on the “Agreements” menu item.
- Now you will be redirected to the agreements dashboard. Here you will see two tabs as Sent for viewing sent agreements and Receive for viewing received agreements. Choose according to your choice.
You will see 3 tabs under each Sent and Received tabs:
- Attention tab - The agreements which are just created and are ready for activation comes under the attention tab. The agreements which are going to expire in one month will also come into the attention tab. The same copy will be in the current tab also as they are in process.
- Current tab - The agreements which are in process and are the in-between duration of start and end date of agreements.
- Archived tab - The agreements which have expired, and can be renewed from this tab are in archived. Also, the agreements which the client has stopped in between will come into this tab.