Step-by-Step Guide to Adding Contracts in CRMLeaf

Creating a contract in CRM Leaf involves entering key information that defines the terms of the agreement between your company and the client. This ensures all contract details are clearly documented and easily accessible for future reference.

Steps to Add a Contract

Contract Details

• Contract Number: A unique ID to identify and track the contract.
• Subject: A brief title describing the purpose of the contract.
• Project: Link the contract to a specific project if applicable.
• Description: Provide a detailed overview of the contract terms and scope.
• Start Date / End Date: Select the contract’s start and expiry dates.
• Contract Type: Specify the type (e.g., service agreement, retainer, fixed-term).
• Contract Value: Enter the total value of the contract.
• Currency: Choose the currency in which the contract value is defined.

Client Details

• Client: Select the client the contract is associated with.
• Cell: Add the client’s mobile number for direct contact.
• Office Phone Number: Enter the main business contact number.
• City / State / Country / Postal Code: Fill in the client’s address details.
• Alternate Address: Add a secondary address if different from the primary one.
• Notes: Include any internal remarks or special conditions related to the contract.