Service Manager
How to: Copy an Existing Agreement to New Business
Sales > Managing Agreements > Managing New Business > How to: Copy an Existing Agreement to New Business

You can copy an existing customers live agreement to new business.

  1. From the home page, choose Sales and then Customers
  2. Choose the Agreements tab.
  3. Find the agreement you would like to copy.
  4. Choose Options and then Copy to New Business.
  5. The New Business Wizard will be displayed and the Agreement Information tab selected.
  6. Enter the new details for this agreement and choose Finish.
  7. You will be asked if you want to also copy the items.
  8. The new agreement will be displayed for you
You can also copy agreements from the Pending or Old Business screens.