Create a New Contract
1.Click “CRM” on the menu, then click “Contracts”.
2.Click “+Create New” or “+Add New Contract” buttons to create new contract.
3.Once the tab is opened, fill the fields and click “Save & Close” button to save the record.
Edit a Contract
4.To edit a record, click “Open in side panel” on that line.
5.Click “Edit All” on the tab screen.
6.After editing, click “Save & Close” to save your edit.