Introductory Packages

Intro Packages

Introductory Packages work just like the Contracts/Packages as shown in the previous sections. To access the options for intro packages, go to “Sales” > “Introductory Packages” or “Sales” > “Intro Pkg Payment Plans”.


  • There is not currently a “no sale” feature for intro packages
  • There are no templates for intro packages
  • Intro package management is within a singular interface

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New Intro Package

The below example shows the new intro package screen. This is integrated into the intro package manager, unlike the contract/package manager.

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