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Lead Management: FAQ
› How do I cancel a sent agreeme...
How do I cancel a sent agreement?
Last Updated: May 07, 2018 10:24AM EDT
Agreements that have been sent can be withdrawn from the Agreements tab.
To decline an agreement:
1. From the menu, click Sales & Marketing --> Lead Dashboard.
Next, click the lead with agreement to be withdrawn.
2. Click on the Agreements tab.
3. Under "Actions," click the "Collect Signature Now" icon
4. Click "Withdraw" to complete the withdrawal of the agreement.
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