There are three ways to access your pest agreement.
The first way is by clicking on "Agreements" icon on the home page.
The second way is by clicking on the "Agreements" icon located at the bottom of every page in Sales Rabbit (pictured below).
The third way to get to the agreements section is through the lead detail page from the canvassing section. There you can click on the agreement icon (hands shaking) in the upper right-hand corner.
By clicking on that icon, it will transfer any of the contact information on the lead detail page directly onto an agreement.
Before submitting an agreement, you will need to fill out all required fields (pictured in red below).
On the customer page of the agreement, you will fill out contact, payment, and service information.
On the agreement page, the customer will need to include their signature and initials before you can submit the contract.
When viewing submitted agreements on the Sales Rabbit Dashboard by going to Sale Hub>Contracts>List, you will be able to see all of the information you filled out in your agreement online.
