Search Knowledge Base Articles

Find answers to your questions quickly

How To Create And Manage Contracts

Published: 2024-08-22 10:47:19
13 Views
Training and Educational Resources

IN THE CRM

Do know that clients have several ways to receive the contracts like via their portal, pdf, email and a direct link to the contract. Also contract can be created using NanzAI!

1. Expand the "NanzAI" in the left menu and select "Templates".

2. Locate the "Write Contract" template and press the "Use Template" button.

4. Fill in the form with your contract information and press "Save As Document" to save your contract.

5. After creating the contract you will have the ability to edit it and attach it to a client via the contracts section on the CRM.

Did you find this article useful?

Related Articles

  • Add Balance to Account

    1. Make sure that the user is already a trader: Open a Trading account/Convert to Traders. Find "Tr...

  • Applying Subscription

    1. Open the Podcator app: https://app.podcator.com/ 2. Press on "Manager" option on the left side ...

  • Finding FAQ

    To find FAQ visible for every user/admin, use the link: https://crm.podcator.com/knowledge_base Or r...

  • Enabling/disabling practice/real acc

    1. Go to the "Admin" button in the settings on the left side of the page. Press on "Trading" out of...

  • Adding default tokens

    How to make it so the default Watchlist information showed the currencies you want. 1. Set the list ...