Contracts

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To add a contract, click on the Settings tab at the top of the screen. Under the Management row you will see the option for Contracts. Click on Contracts and it will bring you to a page that will allow you create your very own contract. To create a contract you must first click on the "+ Contract" button located in the top right corner of the window. 

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Once you click on the create contract button, the following screen will ask for you to select a contract type. You will be provided with four contract types to choose from. Staff, Organization, Account & Lead. In this example we will create a "Staff" contract type. This particular contract will be focused on staff members. 

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Once the staff contract type is selected, you will be able to create the context that will go within the contract. On the right hand side, you can add custom fields that will auto populate information based on the information provided on the staff members account.

 

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