So you've activated the integration between Oneflow and Lime, great! Now you can create contracts in Lime CRM and here's how you do it:
- Log in to your Lime account > Deals and click Create Oneflow Contract.
- Choose your account by clicking the Choose here drop-down list.
NOTE Account in Lime is the equivalent of workspaces in Oneflow. |
- Choose a contract template you want to use for your contract in that workspace.
- Choose your contract participants.
- Name your contract and click Create contract. Your contract will display in Oneflow. Now all you have to do is send it!
NOTE When the contract is sent, you'll find a link to it in the deal. |