Notes and follow-up live on every contract

What moves

Every contract and signing request has a place for notes, messages and follow-up tasks, beside the history of changes, shared with everyone who follows the record.

Before you start

• Contracts and Activities in your plan

Step by step

1. Legal managerContracts & E-Signature

   Opens History & notes on a contract and writes a note for the owner.

   You see:The note is kept with the contract and the follower is told.

2. Contract ownerActivities Workspace

   Sees it among their own follow-ups and answers.

   You see:The answer sits in the same thread under the contract.

Related

• Activities Workspace
• Contracts & E-Signature
• Notes and follow-up on a subscription, plan or licence
• Notes and history on products, orders, stores and price lists
• Project tasks and comments create activities for the assignee
• Two colleagues discuss a record and schedule the next step
• A colleague is pulled into a record through a chat discussion
• Connections between modules