Contract associations and related records

Link the contract to Contact or a potential client. If Contact is selected, add the appropriate Contact person. Link the object, project, and Opportunity as needed. These associations allow the contract to be located from other modules and enable their data to be included in the document template.

Financial documents associated with the contract appear on the Proforma Invoices and Invoices tabs. The contract value is not Invoice; therefore, sales documents are created and managed within their respective modules.

Schedule contract preparation, review, signing, or renewal in the Tasks section. Objects display the asset or location linked to the contract. Store internal comments in Notes and view recorded changes in the Action History.

If you change the contract Contact, re-verify the Contact person, project, Opportunity, and objects—they may be linked to the previous Contact.

Related articles

• Copying, converting, and deleting a contract
• Settings for contract types, statuses, templates, and terms