To help you record contractual relationships with your customers, you can set Contracts at Division level. These Contracts can help to record information, such as Contract renewal dates and 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 Administrator rights. If you require these then please speak to your CRM Admin user or our Customer Services Team.
Step 1: Navigate to the Settings Centre
To edit your Contract Statuses, click on the cog icon in the bottom left-hand corner.
Once within the Settings Centre, navigate to the 'Equipment & Contracts' section and scroll down until you reach the 'Contract statuses' configure option.
Step 2: Select 'Click to Configure'
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.
Step 3: Create a 'Description' and a 'Record State'
You can then start entering information about your new Contract Status. You will need to give the Contract Status a 'Description' and 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'.