Who signs the contract?
In Intra-Office Referral,
- The Referral Contact sees the referral in the Sending Side view after it is created, and they can sign the contract on the "Contract" tab.
- Again, the Referral Contact sees the same referral in the Receiving Side view, and they can add the contract details and sign.
- The referral becomes Active once the contract is signed on both end, and the default referral view remains on the Receiving Side with the "Status Update" tab open.