Getting Started with Contracts
Use contracts to establish, document, and track the agreements you make with your accounts. Before you begin using contracts, customize contracts to suit the needs of your organization.
In this tip sheet you will learn about the following:
Download Best Practices: Getting Started with Contracts
Use contracts to establish, document, and track the agreements you make with your accounts. Before you begin using contracts, customize contracts to suit the needs of your organization.
In this tip sheet you will learn about the following:
- Life-Cycle of a Contract
- Giving Users Contract Privileges
- Customizing Page Layouts
- Customizing Fields
- Using Record Types
- Setting Up Your Contract Workflow
- Creating Custom Links
Download Best Practices: Getting Started with Contracts
