CRM Software Support Center
INTRODUCTION TO CONTRACT MANAGEMENT

Rollout Guide
Preparing Your Company
Configuring Your Organization
Rollout

Data Migration Guides
Exporting Your Data
Importing Your Data
Getting Started
Using the Import Wizard
Using CSV Files
Importing Your Data
Mapping your CSV File

Introductory Tutorial
Accounts
Cases
Campaigns
Drip Marketing
Managing Cases
Events
Solving Cases
Contacts
Forecasts
Leads
Leads management
Opportunities
Quote Management
Contract Management
Color Coding Technique
Product Catalog
Self Service Portal
Reports
Solutions
Tasks

Administrative Tutorial
Administrator Introduction
User & Role Administration
Creating Roles
Role Data Fields
Managing Users
Creating Users
User Data Fields
Managing User Accounts
Editing User Accounts
Changing User Passwords
User Login History
Administration Console
Security and Access Settings
Disk Storage
Customize Selection Lists



What is a Contract?
A business contract is a legal agreement between you and your customers, landlords or tenants, suppliers or with other businesses to do or not to do certain things. Contracts usually written by lawyers and can be full of Legal terms. For instance, a business contract could be for the sale of goods or services at a specified price. The intention of the parties is that they are legally bound by the contract.

Not all business contracts needs to be written on paper. Nowadays Contracts can be done on the fly using the internet and the Cloud Computing technology. With Cloud Based CRM Contract Management Software you can easily manage and automate your business contract process, using Online CRM contracts management software will determine the level of service offered to a specified account or product for a predetermined agreed duration.



Creating a Business Contract:
Creating a business contract can be briefly explained as follows:
  • Go to the Contract tab page and select add Contract
  • Fill the required data then click save.
  • Now You Can Print the Contract or choose the Approval request button to approve the contract by the CEO or your senior and also you can do mail merge.
  Education
CRM Glossary
Data Sheets
Getting Started Guide
Product Demos
CRM Implementation Kit
Training
Table of Contents
Fast Track Program
Online Training
Free CRM Trial
FAQ's
Tutorials
Administrative
Export & Import
Introductory
Rollout
CRM Video Tutorials
Role Based Overview
Marketing User
Sales Manager
Sales Rep
Service/Support Manager
Service/Support Rep
  � 2003-2018 Salesboom.com Inc .Salesboom.com All rights reserved. Legal 1.855.229.2043�Various trademarks held by their respective owners.