MEJ CRM AI

Today, we’re going to explore the contract tab in CRM AI. When accessing the contract tab, you’ll be presented with an overview of the contracts. This includes the total contracts for the month, week, and last 30 days. In the list view, you can see details such as the subject related to the contract, the associated project, client, project type, value, status, start date, and end date. Creating a new contract is a simple process. You can input the subject, client, related project, contract type (permanent, temporary, or for a specific duration), contract value, start date, end date, and a description if necessary. After entering these details, you can click on “create” to generate a new contract. The contact tab also offers the option to view contracts in both grid and list views, providing flexibility in how the information is displayed and accessed.

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