Contracts
In order to manage contracts, follow My Account – Company – Contracts.
Click on the top right Actions button and select "New Contract". A new page will open where you will have the following field to complete:
Contract name
Contacts
Relations
Accounts
Additionally, you can add the contract to a stage of a previously created pipeline.
In order to edit a contract, you should click on the three dots button on the right of the relevant contract and select edit.
The edit function enables you to change all the previously mentioned fields. Yet, it also enables you to add member's permission and other fields.
Create Contracts
Click on the top right Actions button and select "New Contract". A new page will open where you will have the following field to complete:
Contract name
Contacts
Relations
Accounts
Additionally, you can add the contract to a stage of a previously created pipeline.
Edit a contract
In order to edit a contract, you should click on the three dots button on the right of the relevant contract and select edit.
The edit function enables you to change all the previously mentioned fields. Yet, it also enables you to add member's permission and other fields.
Updated on: 11/07/2022