Have you received your signed Terms of Business back from your Contact? Did you know you can acknowledge it on Adapt?
From the Contact record, select the Audit page and navigate to the Terms of Business section.
Note: There should already be a date alongside the ‘TOB Sent’ button.
Click on the ‘TOB Acknowledge’ button. Once confirmed, a date will appear alongside it.
You can also add a copy of the signed TOB to the system. Use the Document Library of the Client and add it into the ‘Approved Terms and Conditions’ folder.
Note : Sending Terms of Business shows you how to send them out!