Creating a New Contract
CRM Contract Manager allows users to create and manage contracts directly within Sage CRM.
To create a new contract:
Right-click the New menu from the left-hand navigation.
Select Contract.
Alternatively, create a new contract using the CRM Top Menu.
Enter the required contract details.
Click Save to create the contract.
Contract Details
After creating a contract, the Contract Summary screen displays the contract information and allows users to manage all contract-related details.
Field Name
Description
Contract Title
The title of the Contract. (required)
Contract Type
A choice of contract types. By choosing a contract type certain templates will be available.
Contract Manager
Uses CRM Users. (required)
Team
Uses CRM Teams
Contract Duration
As Stated
Contract Status
As Stated
Notice Period in Days
Integer Only, defaults to 30 days. When set the system will send a reminder to the manager at the set amount of days before the contract “Notify End Date”
Payment Conditions
The terms of payment for this contract.
Supplier
Uses CRM Company. (required)
Supplier Contact
Uses CRM Person
Territory
Uses CRM Territories
Contract Description
Full description of the contract.
Contract Value
Integer Only, uses the currency type set during the installation of Sage CRM.
Start Date
The date the Contract comes into effect. By default this date is set when the contract has moved through the workflow and reached a status of “Approved”
End Date
This date is set when the Contract has moved through the workflow and reached the status of approved, The calculation of the contract duration and the Start Date results in the End Date
Notify End Date
This date is set when the Contract has moved through the workflow and reached the status of approved, The calculation of the “Notice Period in Days” and the Start Date results in the Notify End Date
Created By
Defaults to User
Created Date
Defaults to Today’s Date
Updated By
Defaults to User
Updated Date
Defaults to Today’s Date
Case
This can link the contract to a case
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