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What is an Account?
Accounts Tab Page
Viewing Accounts
Custom Account Views
Manage Accounts
Managing Accounts
Creating a New Account
Saving Accounts
Edit an Account
Delete an Account
Print an Account
Account Tools
Import Accounts
Account Web Capture Tool
Account Reports
Adding a Contact
Adding an Opportunity
Adding Multiple Addresses
Adding a Note
Adding a Task

Ajax and COMET Tools
Ajax Contacts Rolodex

What is a Campaign?
Campaigns Tab Page
Viewing Campaigns
Custom Campaign Views
Featured Campaigns
Managing Campaigns
Creating a Campaign
Saving a Campaign
Edit a Campaign
Delete a Campaign
Print a Campaign
Adding a Lead
Adding an Opportunity
Adding an Account
Adding a Contact
Adding a Web Capture Tool

What is a Case?
Cases Tab Page
Viewing Cases
Custom Case Views
Featured Cases
Manage Cases
Managing Cases
Creating a New Case
Saving a Case
Sending Notification
Edit a Case
Delete a Case
Print a Case
Linking to a Contact
Case Reports
Case Tools
Web Capture Tool
Adding a Note
Adding a Task

What is a Contact?
Contacts Tab Page
Viewing Contacts
Custom Contact Views
Manage Contacts
Managing Contacts
Creating a New Contact
Edit a Contact
Delete a Contact
Clone a Contact
Contact Tools
Web Capture Tool
Contact Reports
Adding a Note to a Contact
Adding a Task to a Contact
Adding a Photo to a Contact

Control Panel
Personal Information
Edit Personal Information
Change My Password
Customize My Tabs
Customize Tabs
Customize Buttons
Customize Sidebar
Set Organization Logo

Control Panel: Import

Corporate Policies
Quick create for policies
Reports for policies

CRM Administration
Add Company Message
Custom Tabs and Fields
Customize Selection Lists
Rename My Tabs

Custom Page Layout
Campaigns Layout
Leads Layout
Accounts Layout
Contacts Layout
Opportunity Layout
Contracts Layout

Data Management
Custom Templates
External E-mail Settings
Mass E-mail History
Outlook Integration
Flagged Errors

What is a Document?
Documents Tab Page
Viewing Documents
Custom Document Views
Retrieving Saved Documents
Document Hierarchy
Featured Documents
Managing Folders
Creating Folders
Editing Folders
Deleting Folders
Managing Documents
Adding Documents
Sending Notification
Editing Documents
Replacing Documents
Deleting Documents
Moving Documents
Manage Documents

Custom Templates
External Email
Mass Email History
Detailed Mass Email Reports
Mass Email Attachments
MS Outlook Integration
Email to Case
Email to Lead
Viewing Messages
Viewing Folders
Creating a Folder
Composing a Message
Adding Attachments

What is an Event?
Viewing Events
Creating Events
Creating a New Event
Inviting Others
Sending Notification
Editing & Deleting Events

What is a Forecast?
Forecasts Tab Page
Viewing Forecasts
Custom Forecast Views
Featured Forecasts
Forecast Data Fields
Opportunity Data Fields
Creating a New Forecast
Edit a Forecast
Delete a Forecast
Print a Forecast
Forecast Reports

Human Resource Management
Employee Management
Employees tab
Viewing an Employee Record
Employee Policy Violation Reports

Importing Data
Supported Data Types
Importing Your Data

Instant Messages
Personal User Data
Sending Messages
Message Archive
Message Archive Search
Message Key Users

What is a Lead?
Leads Tab Page
Viewing Leads
Custom Lead Views
Manage Leads
Managing Leads
Creating a New Lead
Sending Notification
Edit a Lead
Clone a Lead
Delete a Lead
Converting a Lead
Generating Lead Reports
Lead Tools
Import Leads
Lead Web Capture Tool
Adding Document to a Lead
Adding Photo to a Lead
Adding a Note to a Lead
Adding a Task to a Lead

Logging In and Out

Microsoft Outlook Integration

What is a Note?
Viewing Notes
Creating Notes
Editing and Deleting Notes

What is an Opportunity?
Opportunities Tab Page
Viewing Opportunities
Custom Opportunity Views
Manage Opportunities
Managing Opportunities
Creating a New Opportunity
Saving an Opportunity
Edit an Opportunity
Delete an Opportunity
Opportunity Reports
Linking to an Account
Adding a Note
Adding a Task

Organization Mapping with Accounts Parent Account Field

Creating and Editing Profiles
Managing Profiles Profile drop-down in User
Add/Edit screens
Disabling a Tab in the Related Records Section
Setting User Login Hours Restrictions (Rules)
Assigning Login Rules to Profiles
Standard Profiles

Public Knowledge Base
Adding solutions

Generating Reports
Creating Custom Reports
Editing Custom Reports
Deleting Custom Reports
Filtering Reports & Views
Sorting Reports & Views

Sales Commission Programs
Enabling Commissions Porgram
Sales Commission

Sales Contracts
Contracts tab
Contract Mangement

Skype Integration

Spell Checker

Stay-in-Touch Mass Email
Exporting data
Mail merge

Tab Page Views
Creating Custom Views
Editing Custom Views
Deleting Custom Views

What is a Task?
Viewing Tasks
Creating Tasks
Linking Tasks
Editing and Deleting Tasks
Task History

The Sidebar
Adjusting the Sidebar
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Advanced Search
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Company Messages
Date & Time

Trash Can
Restoring Deleted Items

Violation of Corporate Policies
Violations tab
Reports on Violations
Quick create for Violations
Importing/Custom Views for Violations
Viewing a Policy
Policy Violation Report

Web based Project Management
What is Web based Project Management ?
Viewing Projects
Viewing Project Tasks
Viewing Project Resources
Viewing Project Expenditures
Featured Projects
Managing Projects
Creating a Project
Saving a Project
Editing a Project
Deleting a Project
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Creating Project Tasks
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Project Resources
Creating Project Resources
Adding Project Resources
Removing Project Tasks
Project Expenditures
Creating Expenditures
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Web Capture Tool
Creating a Capture Tool
Generating HTML
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Deleting a Capture Tool
Web Capture Fields

Big Deal Alert
At-Risk Deal Alert
Business Support Hours
Workflow Rules
Workflow Tasks
Workflow Alerts
Adding Conditions

Working with Mass Data

ZIP Code Proxomoty Search


The Contracts record type is used for sales contracts to be created, submitted for approval request, and to be either approved or rejected. Contracts can be used in conjunction with Commission Request Approvals. By editing a user’s profile you can set up a Contract management process that is right for your organization. Control which users are given the ability to create, edit, delete contracts, the ability to request approvals and the ability to approve or reject Contracts.

Contracts Tab

The Contracts tab is where Salesboom users go to create, view, generate reports on, and manage Contracts.

  • There are standard views where sales reps can view their contracts and Sales Managers, Controllers, etc. can view contracts for the entire organization. You can create your own custom views to bring back any data on contracts in the way you want to see it.
  • ‘Create Contract’ Button at the top of the page creates a contract with all the standard and custom fields
  • Quick Contract Form at bottom of the page allows you to quickly create a contract, so you can come back later and fill in all the details
  • Contract Search at top of the page searches contracts. Note the contracts that are returned in the Contract Search are controlled by your user Profile, Role, and Security Access settings.
  • Generate Reports Section shows a list of pre created reports and an All Reports button which brings you to the reports page where you can create customized reports on Contracts or any other record type.

Contract Management

All contracts are set to "Draft" by default when they are created. When viewing a Contract, users with the appropriate profile permissions will see a series of buttons for contract Management:

  • "Approval Request" Button - create/view approval requests and their answers. contract is set to "In Pending Process" While a user is waiting for an Approval Request to be approved or denied, they can, with the appropriate profile setting, update the Approval Request, e.g. assign it to someone else or update the contract approval request.
  • "Approve" Button – Approve a Contract. This will enable the "Activate (Generate Invoices)" Button.
  • "Reject" Button - Reject approval request. (only enabled if the contract is of status "In Pending Process".) The "Activate (Generate Invoices)" will remain disabled for rejected Contracts. Rejected Contacts can be put up for a new Approval Request in case of dispute or a mistaken rejection.
  • "Activate (Generate Invoices)" Button – Sets Contract status to Active and generates invoices base on the Contract information. (only shows on Contracts that have been approved)
  • Mail Merge – Use the Mail merge button to re-use your existing contract documents. Upload any contract template created in Microsoft Word or Open Office and have Salesboom merge in the required data fields from the Contacts record stored in Salesboom.
  • Edit Button – Edit the details of a contract. Note Contract data is used when generating invoices, so make sure billing terms, etc are accurate.
  • Delete Button – Deletes a contract. Available to retrieval from Trash.
  • Print Button – Shows printable view of contract and is to be used in place of Mail Merge if you don’t have a contract template created.

There are 3 contract management profile permissions that can be set to allow certain users the ability to manage contracts.

  • Approval Request - user can create/view approval requests.
  • Approve - a user can Approve a contract
  • Reject - a user can Reject a contract

Note: To activate a contract, you much select the “Activate (Generate Invoices)” button and the invoices are generated. Once a contract is set to "Active", the "Activate (Generate Invoices)" button is disabled when viewing the Contract. If there is an error with the invoice due to incorrect data in the contract, delete the invoices, and delete the Contract and create a new Contract with the correct data and generate the invoices again.

All above profile settings are enabled by default for Contract Manager, System Administrator profiles, but can be set individually for each user in any Edition with customizable profiles:

A user is shown approval requests at the bottom of the "Contracts" tab screen if they can either approve or reject contracts.

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