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How to change the default contract of a customer
How to change the default contract of a customer
Jebin Joice avatar
Written by Jebin Joice
Updated over 8 months ago

To change the default contract of a customer, follow these steps:

  1. Navigate to the side navigation bar and choose "Customers" from customers.

  2. Select the particular customer you wish to change the default contract

  3. Scroll down the right-hand window to find the "Billing & Contract" tab and click on it.

  4. Choose the "Contract" tab from the provided tabs.

  5. Users can view all available contract. From there, they can select the appropriate contract to set as the default option for that customer.

(NOTE: When you choose the specific contract, a confirmation/warning popup will appear.)

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