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Switch Contract Type |
  
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Switch Contract Type |
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This screen provides you with a way to take your existing contract and do all of the necessary steps to switch the contract type. If you inadvertently setup a contract as a 'Purchase' and it should be a 'Sale', etc. This time saver takes care of switching all of the contract relationships, etc.
Important Note: If a contract already has deals setup against it, then you will not be able to switch the contract type. You still can, but you must remove all deals. In addition, if you have routes setup on the contract AND the contract type you are switching to does not include routes, then the routes will be automatically be deleted during the switch.
