Track, monitor, and transfer contracts with the Related Records tool. Maintain complete visibility when employees transition, get promoted, or leave your organization.
The Contracts Report By User feature provides comprehensive visibility into all contracts owned by individual users within your organization. This powerful reporting tool is accessed directly from the User's View Page, giving managers and administrators instant access to critical contract information without manual searching or data compilation.
The Related Records tool goes beyond just contracts, providing access to all records owned by a user including Opportunities, Contacts, Accounts, Cases, and more—all from a single, unified interface.
The Related Records tool transforms how organizations manage user-owned data, providing unprecedented visibility and control over contract management processes.
Access all records owned by any user from their View Page. See contracts, opportunities, contacts, accounts, cases, and other related records in one consolidated view. No more jumping between modules or running multiple reports to get the full picture.
Track work progress and contract status in real-time without having to dig through historical data. The system automatically updates as contracts progress, providing current information at all hours of the day. Managers can monitor team performance and contract fulfillment instantly.
When employees leave the company or get promoted, transfer their contracts and related records to another user with just a few clicks. Maintain business continuity and ensure contracts continue to be serviced without disruption. The transfer process preserves complete history and context.
All pertinent contract information is intelligently grouped and organized for easy access. The system presents data in a logical structure that matches how teams actually work, reducing time spent searching and improving productivity.
This feature solves common business challenges that every growing organization faces. Understanding these scenarios helps you maximize the value of the Related Records tool.
When an employee leaves your company, you need immediate visibility into all contracts they owned. The Contracts Report By User shows every contract assigned to that employee, allowing you to quickly assess which contracts need reassignment. Review contract status, identify urgent items, and transfer ownership to ensure no customer or commitment is neglected during the transition.
As employees get promoted or shift roles, their contract responsibilities often change. Use the Related Records tool to review their current contract portfolio, decide which contracts should move with them to their new role, and which should be transferred to their replacement. This ensures smooth transitions that don't disrupt customer relationships.
Managers can review contracts by user to monitor individual performance, identify workload imbalances, and ensure equitable distribution of responsibilities. See which team members are handling the most contracts, which contracts are progressing smoothly, and where additional support may be needed.
During organizational restructuring, you need clear visibility into who owns what. The Contracts Report By User provides the foundation for making informed decisions about how to realign contract ownership across the new team structure, ensuring optimal resource allocation.
The Contracts Report By User doesn't exist in isolation. It's fully integrated into Salesboom's comprehensive CRM ecosystem, providing context-rich insights that connect contracts to the broader customer relationship.
See how contracts relate to sales opportunities, understanding the full revenue lifecycle from prospect to closed deal to ongoing contract
View all contacts associated with user-owned contracts, maintaining relationship continuity when ownership transfers
Access complete account information for every contract, providing business context and history
Monitor support cases related to contracts, identifying service issues that may impact renewal or expansion
Review all activities logged against contracts, from emails to calls to meetings, preserving institutional knowledge
Access contract documents, amendments, and related files all linked to the contract record
This unified view eliminates data silos and ensures teams have complete information when managing contract transitions.
Discover the tangible business benefits that drive organizations to leverage the Contracts Report By User feature for competitive advantage.
Eliminate disruption during employee transitions. Contract ownership transfers seamlessly, ensuring customers experience no service interruption regardless of internal changes.
Reduce hours spent manually compiling contract information. Access everything from one location, eliminating the need to search through multiple systems or request information from departing employees.
Maintain clear ownership records for every contract. Know exactly who is responsible for each customer commitment, improving accountability and performance tracking across the organization.
Identify when contract portfolios become unbalanced. Redistribute workload proactively to prevent employee burnout and ensure optimal resource utilization across teams.
Prevent contracts from being forgotten or neglected during transitions. Complete visibility ensures every contract receives appropriate attention and service delivery continues without gaps.
Gain visibility into individual contract performance. Identify top performers, training opportunities, and areas where additional support could improve customer satisfaction and retention.
Follow these best practices to get the most value from the Related Records tool and Contracts Report By User feature.
Establish a cadence for reviewing user contract portfolios. Monthly reviews help identify workload imbalances, upcoming renewals, and potential issues before they become problems. Proactive monitoring prevents reactive firefighting.
When employees give notice or promotions are announced, immediately review their contract portfolio using the Related Records tool. Create a transition plan that specifies which contracts transfer to whom and when. Schedule knowledge transfer sessions to ensure continuity.
Encourage consistent documentation practices across all contracts. When all team members log activities, notes, and updates consistently, contract transfers become seamless because complete context is preserved in the system.
Configure user permissions appropriately to balance visibility with data security. Managers need access to team member records, but not all users need visibility into all contracts. Regular permission audits ensure appropriate access levels.
Incorporate the Contracts Report By User into your standard HR and operations workflows. Make it part of the offboarding checklist, promotion process, and reorganization procedures to ensure consistent use and maximum value.
The Contracts Report By User exemplifies Salesboom's commitment to providing customers with the tools needed to maintain a competitive edge. As an industry leader in hosted on-demand CRM solutions, Salesboom continues to innovate based on real customer needs.
The Contracts Report By User works seamlessly with other Salesboom features to provide comprehensive contract lifecycle management.
Create, track, and manage contracts from initial negotiation through renewal. Set up automated alerts for contract milestones, expirations, and renewal opportunities. Store contract documents and amendments with version control.
Automate contract approval processes, renewal notifications, and record transfer workflows. Reduce manual work and ensure consistent processes across the organization.
Build custom reports that analyze contracts by department, value, status, renewal date, or any other criteria. Export data for executive presentations or detailed analysis.
Access the Contracts Report By User from any device, anywhere. Review contract portfolios and transfer records even when away from the office, ensuring business continuity regardless of location.
Connect contract data with accounting systems, document management platforms, and other business tools through Salesboom's open API and native integrations.
Discover how Salesboom's Related Records tool and Contracts Report By User feature can transform how you manage employee transitions and contract oversight. Schedule a demo to see the platform in action.
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