Creating a New Agreement |
Screen Navigation: Agreements - Add New
Using this feature, you can create a new Agreement with your customers in the CRM system. As a prerequisite, customers must first be created in the System.
The agreement should specify the licenses and services that the customer has agreed to purchase, and all the fees and rates that apply.
Create a New Agreement
To create a new Agreement:
1. Open the Agreements tab and click Add New. Alternatively, you can click Add New from the Agreements listing page.
2. The Add a new Agreement screen is displayed. Here, you may insert all the relevant details of the Agreement.
The following table provides you with more information on the available fields:
3. After you have entered all the necessary information, click Save. The System will record the Created By and Last Revised By dates.
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