The sales activity option used to record the contract information after the sales is performed. The contract information can be recorded from the Sales Activities list or through the approved proposals. If the operation is performed through the approved proposals, Contract option located in the right mouse button menu of the sales activities list is used.
The contract activity can be added for opportunities for which contract is selected in the status info field. Contract option located in the Sales Activities is used to record the contract information through the access tree. The contract is recorded in the following tabs of the contract accessed by clicking on "New" button.
- General Info
- Details
...