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Change Salesperson Signatures

Last Updated: Feb 13, 2018 05:06PM EST
 
PestPac Lead Management automatically attaches your Salesperson's signature to any Agreement they send. This signature is asked for the first time an Agreement is sent out by the Salesperson and saved for all future Agreements. It can be changed if needed.

To change the saved signature for a Salesperson:

1. Open the Lead Dashboard.

 


 
2. Pick any open lead that has a service on it.
 


 
3. Click the Agreements tab.
 


 
4. Pick an Agreement template.
 

 


5. Click Preview Agreement. 


 

6. Scroll to the bottom of the Agreement preview and click Update Signature.
 


 
7.  Type or write your signature. Then, click OK.


 


8. Click close on the Agreement preview. 
 

 
9. Click Cancel.

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