How to Convert a Reservation into a Contract

This guide will walk you through the process of converting a reservation made in the Enterprise Sales app into a contract in the management system. You can also watch our video on this process here.

Step 1

Open Enterprise Sales.

Step 2

Reserve a Property while out in the field.

Step 3

Go back to the office and open webCemeteries Management.

Step 4

Click "Reservations."

Step 5

Search for the Reservation that you would like to convert to a contract. Once you have located it, click the dollar sign to the right of the contract. 

Step 6

You will be asked how you would like to convert the reservation. Click "Convert to Contract."

Step 7

You will be asked to confirm. Click "Yes" to start building the contract.