How to Work with Contracts

Introduction

The Contracts page allows you to manage all your existing contracts. A contract is a record of a closed business deal and is linked to a product category. Product categories define contract types such as software, implementation, or support services.

Each contract contains detailed records of what was delivered, making it useful for recurring services like subscriptions. Contracts are commonly used for continuous integration and automation of service delivery.

Target audience

User

How to Work with Contracts

You can find different contract types in the right sidebar: Software, Implementation Services, or Support Services. Each type has its own view and data set.

Use the Data button in the sidebar to browse existing contracts. You can also create and save your own filters using the Saved filters management button.

View Software Contracts

1. Open the Global menu in the top-right corner.
2. Click on CRM under the Platform category.
3. Click Contracts in the right sidebar menu.
4. Click on Software Contracts.
5. Hover over the contract you want and click its name to open it.

View Implementation Contracts

1. Go to Global menu >> CRM >> Contracts.
2. Click on Implementation Contracts.
3. Hover over the contract you want and click its Account name to open it.

View Modification Contracts

1. Go to Global menu >> CRM >> Contracts.
2. Click on Modification Contracts.
3. Hover over the desired contract and click its Account name to view its details.

View Private Cloud Contracts

1. Go to Global menu >> CRM >> Contracts.
2. Click on Private Cloud Contracts.
3. Hover over the desired contract and click its Account name to view the detail.

View Easy Support Contracts

1. Go to Global menu >> CRM >> Contracts.
2. Click on Easy Support Contracts.
3. Hover over the desired contract and click its Account name to view the detail.

Conclusion

Contracts in Easy8 help organize and document your closed deals. By categorizing contract types and using filters, you can manage and automate deliverables for software, implementation, and support. Time-based contracts also support upsale tracking.

Related Topics and Further Reading

• How to Work with Opportunities (How-To)
• How to Work with Leads (How-To)
• CRM Overview (Explanation)

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