Contract

12143

Function Overview

In the CRM system, contract management is a key link in ensuring business transactions and maintaining customer relationships.

Function Entry

Users can access the contract management module by clicking on "Contract Management" in the navigation bar of the CRM system's main interface.

Operation Steps Description

Create New Contract

Create Contract Information

1. Log in to the CRM system and navigate to the "Contract Management" module.
2. Click the "Create New Contract" button to enter the contract creation page.
3. Fill in the contract information, including person in charge, name, customer, status, date, signer, type, etc.
4. Click "Save" to complete the creation of the contract.

Import Contract

Import Contract Data

1. In the "Contract Management" module, select the "Import" function.
2. Prepare a file containing contract information, such as in Excel or CSV format.
3. Upload the file and match the fields, then click the "Import" button to complete the data import.

Import Contract Follow-up Records

Import Follow-up Records

1. Select the "Import Contract Follow-up Records" function.
2. Prepare and upload a file containing follow-up records.
3. After matching the fields, click the "Import" button to complete the import of follow-up records.

List Operations

Modify Contract Information

1. In the contract list, find and click on the contract that needs to be modified.
2. Click the "Modify" button to update the contract information.
3. Click "Save" to complete the modification.

Contacts

1. On the contract details page, view and manage related contact information.
2. Add or update customer contact information.

Payment Collection

1. View and manage payment collection plans and records related to the contract.
2. Add or update payment collection information.

Follow-up Records

1. Record each communication and follow-up situation.
2. Click "Add Follow-up Record" and fill in the follow-up details.
3. Click "Save" to complete the record.

Notes

• Data Accuracy: Ensure contract information is accurate to avoid legal and financial risks.
• Permission Management: Be aware of the differences in permissions among different users to ensure sufficient operational permissions.
• Technical Support: If issues arise, refer to the help documentation or contact technical support.

Frequently Asked Questions

Q: How do I create a new contract?
A: Select "Create New Contract" in the "Contract Management" module and fill in the information.

Q: How do I import contract data?
A: Use the "Import" function, upload the file, and match the fields before importing.

Q: How do I update contract information?
A: Select the contract in the contract list and click "Modify" to update.

Q: How do I add follow-up records?
A: On the contract details page, click "Add Follow-up Record" and fill in the information.

Q: How do I manage payment collection information?
A: View and update payment collection plans and records on the contract details page.