Contract

Management Customer [Customer Name] Contract

The Contracts section lists contracts associated with the customer. Contracts are useful when you want new customers to agree to certain conditions before they can dial. Click on each name to view the details.

Assign Contracts

1. Click and complete the following fields:

2. Contract: Select the desired Contract.

3. Grace Date: Let the customer demo the service until the selected date, after which they must agree to the contract to continue using the service.

4. Required: Enable this to shut down the account if the contract hasn't been yet signed after the Grace Date.

5. Click Save to assign the contact to the customer.

 

How to create a Contract

For details on Contract setup, see Setup Config Contracts.

Contract Revisions are also available here.