Effectively managing your contracts is essential for maintaining strong business relationships and ensuring a clear understanding of the terms and conditions of your agreements. Peace I Leave With You Marketing's CRM provides a robust contract management system that simplifies the process of viewing, organizing, and tracking your contracts.
First, log in to your account using your email and password to view your contracts. Upon successful login, you will be directed to the dashboard, where you can find a summary of your account's vital information, such as recent activity, upcoming events, and other essential contractual details. From the dashboard, navigate to the main menu, typically on the top or side of the page, and click the "Contracts" tab. This will take you to the Contracts section, where all your contracts are listed.
In the Contracts section, you will see a list of all your contracts, including their titles, clients, start and end dates, and statuses. You can easily sort and filter the contracts using the available options, such as by client, date, or status.
To view the details of a specific contract, click on the contract title. This will open the contract's detail page, where you can access the contract's terms and conditions, any attached files or notes, and a list of related invoices or projects.
You can also download the contract as a PDF, print it, or email it to your client. You can edit the contract information directly from the contract detail page if any changes need to be made. The CRM lets you keep track of contract revisions and maintain a clear history of all contractual agreements, ensuring transparency and accountability in your business relationships.