Account Details: Contracts

All contracts related to an account should be added to the Contracts section of an account’s DETAILS tab.

Contracts can be added manually, or they can be imported by the administrator. If an account has imported contracts, we recommend checking over each one to be sure that all information was included and is correct.

Click the Add Contract link, and fill out the mandatory fields on the BASIC tab, as well as any other details. A contract can also include one or more events: an email, action, task, or template that will be launched when the contract reaches a specific threshold or condition. A new contract will have Active status until its status is changed to Archived.

We also recommend uploading any documents related to this contract, so that all contributors will have access to the most up-to-date set of documents.

The MORE INFO tab contains administrator-set custom fields related to contracts, such as Auto-Renew or Payment Terms. 

In the Contracts list, the default display filter for contracts is Active, but you can change this to show archived contracts or all contracts. The contract list can also be downloaded as a spreadsheet. 

Each contract is listed with its value, start and end dates, and a link to create an action plan. You can also create action plans directly on the PLAN tab.

Minimizing the contracts list displays the total number of contracts, total value, and the first upcoming renewal.  

To download a report of account contracts, click the Reports link at the top right.

The STANDARD tab list of all available account reports, which are set up by the administrator. Here you’ll find, if enabled, the Contracts and Opportunities report.