Contract Management Controls
Use screens in the Contract Management Controls application group to set up and maintain overall settings used in the CRM & Contracts domain.
- Related Topics:
- Configure Contract Management Settings
Use this screen to configure settings used in the CRM & Contracts domain. Specifically, you can use this screen to control and track contracts, subcontracts, and activities, and to configure corporate settings that apply to all companies in your database. - Manage Activity Methods
Use this screen to create and manage methods that define activities one can perform within the CRM & Contracts domain. - Manage Activity Subject
Use this screen to create and manage activity subjects, such as client visits and meetings, which you can use when you define opportunities, contracts, subcontracts, and organizational conflicts of interest. - Manage Agencies
Use this screen to enter and maintain government agency codes that you can assign to an opportunity or contract. - Manage Business Units
Use this screen to enter and maintain business units that may be assigned to an opportunity or contract, and optionally link these business units to Costpoint organizations. - Manage Contract Management Roles
Use this screen to mark roles as applicable to employees, customers, competitors, subcontractors, and contacts for records that you are maintaining in the CRM & Contracts domain. - Manage Contract Vehicles
Use this screen to enter and maintain contract vehicle codes. - Manage Document Types
Use this screen to enter and maintain document type codes that can be used for opportunities, contracts, subcontracts, and organizational conflict of interest (OCI) records. - Manage Lead/Contact Relationship Types
Use this screen to enter and maintain lead/contact relationship types. - Manage Lead Rating Types
Use this screen to enter and maintain lead rating types. - Manage Lead Source Types
Use this screen to enter and maintain lead source types. - Manage NAICS Codes
Use this screen to enter and maintain North American Industry Classification System (NAICS) codes that can be assigned to an opportunity, contract, or subcontract. - Manage Leads and Contacts User-Defined Labels
Use this screen to customize labels for the user-defined fields for leads and contacts.
Parent Topic: Contract Management Controls