Published at: 2026-09-17

Basic contract operations

Use Contract Management for daily Contract tasks such as searching, creating, editing, and associating Sales Orders.

Overview

A Contract records a sales agreement and its execution relationship. You can associate multiple Sales Orders with one Contract to track the cumulative executed Amount and the remaining executable amount.

Before you start

[!IMPORTANT] - Role permissions: You need view and relevant Operation permissions for Contracts. - Data Range: The Contract list displays data according to the Owner, Related Teams, and Data Permission rules. - Related Data: Before deleting a Contract, confirm that it has no related Business Data.

View Contracts

On the Contract list page, select a view at the top to view Contract data.
View Data range
All Contracts owned or participated in by you or your subordinates, and data visible through data-sharing rules
Owned by Me Contracts where you are the Owner
Participated by Me Contracts where you are included in Related Teams
Owned by My Subordinates Contracts where the Owner is one of your subordinates
Participated by My Subordinates Contracts where one of your subordinates is included in Related Teams
Shared With Me Contracts shared with you, your department, or your user group through Data Permission management
Owned by My Department Related Contracts within the department that you manage
[!NOTE] CRM administrators can view all data. Records with the Void status are visible only to CRM administrators.

Create a Contract

Create from the Contract list

  1. On the Contract list page, click New.
  2. On the New page, enter the Contract basic information, Amount, Date, and Product Details.
  3. Click Save or Submit.

Create from an Account details page

  1. On the Account details page, open the Contract related list.
  2. Click New.
  3. Enter the Contract information.
  4. Click Save or Submit.

Create from a Sales Order details page

  1. On the Sales Order details page, open the Contract related list.
  2. Click New.
  3. Enter the Contract information.
  4. Click Save or Submit.

Import Contracts

When you need to create Contracts in bulk, see the Import Guide.

Edit a Contract

  1. On the Contract list page, open the target Contract.
  2. On the Contract details page, click Edit.
  3. Update fields such as the Contract basic information, Amount, or Date.
  4. Click Save.

Associate a Sales Order

  1. On the Contract details page, open the Sales Order related area.
  2. Click New or Associate.
  3. Create or select a Sales Order.
  4. Save the association.
The Contract acts as a framework agreement, and the Sales Order acts as the specific execution record. After the association is complete, you can view the cumulative executed amount and the remaining executable amount for the Contract.

Process a Contract

On the Contract list or details page, perform the following Operations according to your permissions:
  • Change Owner.
  • Add Related Team Members.
  • Print, Import, or Export.
  • Forward, create a schedule, set a Reminder, Make a Call, or Send Email.
  • Void an invalid Contract.
  • After confirming that there is no related Business Data, Delete the Contract.

Expected results

  • The Contract appears in the Contract views available within your Data Range.
  • Contract details display the basic information, Product Details, and associated Sales Orders.
  • After you associate a Sales Order, you can view the cumulative executed Amount and remaining executable amount.

Related topics

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