How to Create Contract Types

Introduction #

Contract Types in Cosmic CRM help you categorize and organize different types of contracts efficiently. This guide provides detailed steps to create and manage contract types within the CRM module.

Prerequisites #

• Not Applicable: No specific prerequisites are required to create contract types.

Steps to Create Contract Types #

1. Login to Cosmic ERP
   • Enter your credentials and click the login button.
2. Navigate to CRM System
   • Once logged in, locate and click on ‘CRM System’ from the main menu.
3. Access CRM System Setup
   • In the CRM module, find and click on ‘CRM System Setup’.
4. Navigate to Contract Type
   • Within CRM System Setup, click on ‘Contract Type’.
5. Initiate Contract Type Creation
   • Click on ‘create’ to start creating a new contract type.
6. Enter Contract Type Details
   • Contract Type Name: Provide a name for the contract type, e.g., ‘Service Agreement’, ‘Non-Disclosure Agreement’.
7. Save the New Contract Type
   • Click on the ‘create’ button to save the new contract type.

Conclusion #

Creating contract types in Cosmic CRM allows you to categorize and manage your contracts effectively. Follow these steps to set up customized contract types that fit your business processes.