By using groups of contracts you can create common conditions for certain clients, for example, configure separate contract terms for agencies, which whom you have just started to work, and for “Preferred” or “VIP” agencies. You can select the required group of contracts instead of configuring contract terms manually.
All changes made to a group of contracts are automatically displayed in individual contracts with clients included in the group.
Creating a New Group of Contract
To create a new group of contracts,
On the Navigation bar, point to Clients and click Sales settings.
Click Groups of contracts to proceed to the Groups of contracts tab.
On the Groups of contracts tab, click Create. The New group of contracts page appears:
In the new group of contracts window, in the Name box, enter the name of the group.
Select the Default check box in order to appoint the group of contacts as default.
Fill in the required information on the tabs as it is described in the Direct sales. (See the required topic section.)
Click Save.
Browsing Groups of Contracts
To browse the list of groups of contracts,
On the Clients menu, click Sales settings.
Go to the Groups of contracts tab.
Selecting Groups of Contracts for Clients
When configuring a contract for clients you can select a group of contract for it. After that all the fields in the contract settings become disabled because the contract data are automatically imported from the group of contract.
To select a group of contract for a client contract,
Open the required contract.
Click Edit to switch to editing mode.
From the Group of contracts drop-down, select the required group of contract.
Click Save.