Contracts (Advanced): Link to Jobs & Set Up Automove

Linking contracts to jobs makes them immediately available in their pipeline, enhancing your workflow. Plus, you can use Automove  so that once a contract is fully signed, the job automatically moves to the next stage.

Contracts can be linked to jobs by a firm owner, Admin, or any employee who has been given access rights to manage contracts. They are linked either manually or via automation. While adding contracts to a pipeline using automations involves a change in the pipeline template, manual linking allows you to track all contracts within a pipeline without modifying the template.

Linking contracts to jobs makes them immediately available in their pipeline, enhancing your workflow. Plus, you can use Automove  so that once a contract is fully signed, the job automatically moves to the next stage.

Contracts can be linked to jobs by a firm owner, Admin, or any employee who has been given access rights to manage contracts. They are linked either manually or via automation. While adding contracts to a pipeline using automations involves a change in the pipeline template, manual linking allows you to track all contracts within a pipeline without modifying the template.