The agreement name serves as an optional subheading feature, offering an extra identifier for easy recognition and description of the agreement. It's visible to both you and your client.
Here is how it looks for you and your client once in place:
Your agreement is titled and organized in Anchor by Company Name with the agreement name following as a subheading.
Company Name = Potter LTD
Agreement Name = QBO & QBO Payroll Wholesale Subscription
To edit an agreement name:
Find the agreement to edit
Click the three dots menu
Choose rename
