In today’s video, we’ll be talking about Estimating, specifically, an overview of Contracts.
In this video, you’ll:
Learn how to create a contract opportunity
Understand the different types of contract invoice types
Discover the definitions of fields within a contract opportunity
Sections
0:00 Introduction
0:32 Overview of Properties
8:39 Reviewing an Existing Contract
10:47 Creating a Contract Opportunity
14:10 Invoice Type Overview
17:00 Renewal Date and Start and End Date Fields
18:52 Using Tags on a Contract
19:24 Proposal Description 1 and 2 Overview
20:18 Using Opportunity Invoice Notes
20:39 Using Estimator Notes
Training Video