Work with Contracts

After you save a contract An agreement to provide support during specified coverage dates or for a specified number of cases or length of time.When customers contact customer service, the level of support they receive is determined by their contract. record, you can add contract lines Line items in contracts that describe the service support to be provided. A contract line often includes pricing information and how support will be allotted., activities Actions to be performed, such as tasks, or communication items that are sent or received, for example, e-mails, phone calls, letters, faxes, and appointments. The status of activities is tracked and the activity history is stored in the system, so users can view the open and closed activities., attachments, and cases.

Create or edit a contract

Add or edit a contract line

Restore ribbon controls to forms

Invoice and activate a contract

Use the History pane

What else can I do? More tasks...