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Generating Contract through CRM

Contract module in CentraHub CRM maintains an agreed level of support for their customers and provides service level agreements for individual accounts. Service Contract is offered by the business entity to its customers for the provision of services after the sale of a commodity.

CentraHub CRM allows create customizable contracts with a date for commencement and expiry, along with alerts to notified about their expiry.

Service Contract is of two types:

Service Contract is of two types:

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1. Click on the Contract module or click the arrow button beside the contract module.

2. From the drop-down list, Click on the Create Contract.

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3. On New Contract page, fill up with the relevant details.

Field Description for a New Contract:

Contract Info fields

Contract No

Enter Contract No provided for service.

Contract Name

Enter the name of the contract for the product

Description

Refers to the general description of the contract.

AMC or PMC

Select either AMC or PMC.

Active CheckBox

Select Active CheckBox to keep the contract active.

Customer Info Fields:

Customer info fields refers to the details of Account. (Account here refers to the Client.

Contract Type:

Select the Contract Type. (Either AMC or PMC).

Customer Assets Fields:

Product

Select a Product from the drop-down list.

Serial No

Serial No is automatically displayed when you select the product.

Request Template

Select the Request Template from the dropdown list.

Billing Info Fields:

SLA

Select the SLA from the dropdown list.

Amount

Amount refers to the price of service contract.

SLA Price

Refers to the price of SLA.

Preferred Exec

Refers to the executive handling the service of the contract.

Max of

Refers to the maximum number of visits provided during the contract.

No. of Hours

Refers to the total number of service hours allotted for service provision during the contract.

Warn before visits

Set the warning provided before the visits are expiring.

Warn before hours

Enter the warning provided before the hours are expiring for service.

4. Click the Finish button to save the contract. New Contract is created.

Steps to View Contracts

Steps to View Contracts

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1. Click on Contract available on the left side of the Service Desk application dashboard.

2. Click View Contract ( View Contract page displays).

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3. In the Contract List page, you can view all the existing Contract.

1. Edit

To edit the saved Contract.

2. View

To select the view layout of Contract page.

3. Look in

Shows the users having access to that page.

4. Go

To search Contract by name.

5. New Contract

To make a new Contract.

6. Actions (3 Dot)

To perform various actions.

7. Split Button

To view Contract in list view or split view.

8. Filter

To find any specific Contract using the filter option.

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4. Click on any individual Contract you have Detail information about the contract.

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1. Edit

To edit details regarding any Contract.

2. Delete

To delete any Contract.

3. Clone

To clone the selected Contract and enter the desired details.

4. Renewal

Click on renewal option for direct renewal of your Contract.

5. Activity Stream

Shows a history of actions with reference to the Contract.

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