Contracts
To create a contract, enter information for the following fields:
- Contract Name.The name of the contract.
- Reference Code. Your internal reference number for the contract.
- Account Name. The name of the account that is related to this contract.
- Opportunity Name. The opportunity to which the contract is related.
- Team. The team that is allowed to view the contract.
- Assigned to. The individual who is responsible for the contract.
- Expiration Notice. The reminder time to follow up on the contract.
- Status. The contract status indicating whether the contract has been signed or not.
- Start Date. The date on which the contract takes effect.
- End Date. The date on which the contract ends.
- Total Contract Value. The amount specified in the contract.
- Customer Signed Date. The date on which the customer signed the contract.
- Company Signed Date. The date on which your organization signed the contract.
- Description. A brief description of the contract.
Click Save to create the new contract; click Delete to exit the page without creating the contract.