Contracts
Sales Force Automation application > Workspace > Contracts
A written agreement defining the terms of doing business between two or more parties.
A contract is a negotiated agreement between you and your customer that defines the products and/or services that will be, or have been, purchased. The Contracts tab provides a structured way to store contract data, including which account, contact, opportunity and/or prospects the contract is related to, as well as the contract value and key dates. You can also attach files to the contract record for easy reference. You can specify renewal reminders to help you maintain active agreements with your customers and clients.
Add a Contract
- From the Sales Force Automation application, click the Contracts tab
- Click the [New Record] button.
- Complete each of the fields in the Add Contract page and save the contract.
You can now email, print, edit, or clone the contract to use for another customer (opportunity).
You can also perform all of the actions available under Related Information.