Locking a Contract Status from the Commission Worksheet
Please Note: you will require an accepted Contract against the Listing before a Commission Worksheet can be added. View our help content on marking a contract as accepted.
Once a Commission Worksheet has been created, you can
- Go to the Listing record
- Click the Dollar Symbol to access Finance Mode
- Open the Commissions tab
- Click edit contract events
- Toggle the status to Yes where applicable
- Click Save
- Next to the status at the top of the commission worksheet, click the Verify button
Locking a Contract Status from the Legal Tab
Please note, this can only completed once a Commission Worksheet has been created.
- Go to the Listing record
- Open the Legal Tab
- Hover over the Contract
- Click the action arrow
- Select Change Status from the dropdown
- The status should be toggled to Yes