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View Your Agreement History

Last Updated: Oct 29, 2018 02:37PM EDT
The Agreement History report allows you to view a list of all issued agreements to leads. 

To view the Agreement History report:

1. Click Menu > Sales & Marketing > Sales & Marketing Reports.

 

 

Then choose "Agreement History."
 

 
A set of filters allows you to narrow down the report by date range, signature status, sales region, and sales person.
 

Columns in the report will display the lead name, location number, sent date for the agreement, salesperson, agreement status, response date, download link (if signed), and link to the lead. 
 

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