To help you record contractual relationships with your customers, you can set contracts at division level. These contract can help to record information such as contract renewal dates & who the main contact is for the contract. A contract can have multiple iterations however, only a single iteration can be active at a time. You can define your own statuses for contract iterations and link them through to a standard “Workflow Status”.
To configure your Contract Statuses you will require Prospect 365 Administrator rights, if you require these then please speak to your key CRM user or our Customer Services Team.
To edit your Contract Statuses, click on the settings icon in the bottom left-hand corner.
Once within the Settings Centre, navigate to the Equipment & Contracts section & scroll down until you reach the Contract statuses configure option.
By selecting the 'Click to Configure' link the Configure Contract Statuses window will open. Within this window all of your current Contract Statuses will be listed. To add a new one click on the + icon in the top right-hand corner.
You can then start entering information about your new Contract Status. You will need to give the contract status a description & a record state. For example I may wish to add a new contract status called 'Customer Reviewing Renewal' which would mean the record state would be On hold. Once happy with the information entered click Create.
Watch Our Video!