The [Contracts] section

The Contracts section of Creatio is designed to store information about contracts, their addenda and specifications used for sales management.

Views

The section has two views:

• – list of contracts. Displays contracts as a list of records. All the list columns are described later in this chapter. Read more >>>

• – contract dashboards. Displays charts, metrics and gauges for analyzing contract statistics. Read more >>>

Contents

•Contract page

General contract data

The [General information] tab

The [Contract details] tab

The [History] tab

The [Approvals] tab

The [Attachments and notes] tab

The [Feed] tab

•Document approval process

•Actions in the [Contracts] section

•Dashboards in the [Contracts] section