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Sending an Automated Contract

STEP 1: Log in to your Vintory CRM account

Switch to an Account

(Drop down menu on the upper left corner of the screen)

  • Choose a partner where you want to add the contact/s.

STEP 2: In the sidebar menu, go to Opportunities

STEP 3: Select any contact that are not in the “Send Contract” pipeline

STEP 4: Go to Additional Info tab. Fill out any field that says “CONTRACT:”

STEP 5: Go back to Opportunities. Drag the contact to “Send Contract” pipeline then they will receive an email shortly to sign the contract