Enter Estimate Service Agreement
Video
Procedure
- Navigate to ProjectStream / Agreements
- Click +New
- Enter the general information for the service agreement
- Click Save or Save & Close
Name: Enter a unique Agreement Name
Account: Select the Account
Site: Select the agreement site
Contact: Enter the agreement contact
Salesperson: Select the salesperson for the agreement
Program Manger: Select the Program Manager for the agreement
Start Date: Agreement start date
End Date: Agreement ending date
Billing Cycle: Select the billing cycle
Price List: Select the Price List