• Current position:Home > BLOG > Company News
  Search
How to set contract type and contract template in CRM?
Read by 286 people   Published: 2022/5/18 8:29:00

 Enter Transense CRM>>Business>>Customer Settings>>General Settings>>Otherand select Contract Typeas shown below

In Contract Type page, the existing contract types are displayed. Here you can create new contract types and edit them. Click to create new contract types, as shown below:

In addition to definition of I&E Type of contract, you need to fill in contract type and name. Also you can set special contract templates for this type of contracts.

Then enter Contract page to create new contract templateas shown below:

The newly-created templates can be selected by contract creators in their process of creating new contracts.

  • previous: How to set Contract No. display rules?
  • next: How to use Care & Investigation in Transense CRM?