Table of Contents
Introduction #
Contracts in Cosmic CRM allow you to formalize agreements with clients regarding specific projects. This guide will walk you through the steps to create contracts seamlessly.
Prerequisites #
Ensure you have logged into Cosmic ERP with appropriate user credentials before proceeding. Make sure you have the necessary information such as client details, project information, and contract types ready.
Steps to Create Contracts #
- Login to Cosmic ERP
- Enter your credentials and click on the login button.
- Navigate to CRM System
- Once logged in, locate and click on ‘CRM System’ from the main menu.
- Access Contracts
- In the CRM module, click on ‘Contracts’.
- Initiate Contract Creation
- Click on ‘create’ to start creating a new contract.
- Enter Contract Details
- Subject: Provide a subject or title for the contract.
- Client: Select the client associated with the contract.
- Projects: Choose the projects related to this contract.
- Contract Type: Select the type of contract (e.g., Service Agreement, Sales Contract).
- Contract Value: Enter the monetary value of the contract.
- Start and End Date: Specify the start and end dates of the contract.
- Description: Optionally, add a description or any additional details relevant to the contract.
- Save the New Contract
- Click on the ‘create’ button to save the new contract.
Conclusion #
Creating contracts in Cosmic CRM streamlines your workflow by formalizing agreements with clients and defining project scopes clearly. Follow these steps to ensure accurate recording and management of contract details.
