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November 8, 2016
Question

Salesforce Doesn't Update with Agreement

  • November 8, 2016
  • 0 replies
  • 256 views

We did a mass recontracting of over 2,000 records.  This is one record that will not update on the account in Salesforce with the Agreement that we sent.  The recipient received it; however, nothing shows in Salesforce.  I also discovered the last one we sent a year ago, isn't attached to the record either; however, in the Managed Agreements it shows signed.  Please help me understand why this one record will not update and how I can attached the signed documents to the record.

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