Financial Services Creatio, sales edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

The [Contracting] stage

The process moves to the contracting stage after the qualification stage. If required, you can advance to this stage from any process stage.

Stage goal

Approve and sign the contract with the client.

What happens in the system

After you prepare a contract, activities will be created for agreeing on and signing the contract. If the activity is completed, the stage will end, and the [Stage] field on the opportunity page will automatically be filled in with the ”Closed won” and become non-editable.

Stage results

If the stage was successfully completed, the opportunity will have a “Closed won” status.

See also

How to work with the corporate bank sales process

How to complete the process

Opportunities FAQ

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