• Contracts Templates

    2025-04-05 12:13:25
    In order to make the contract process creation easier, in 2Desk CRM you can create predefined HTML templates that can be used each time a contract is created. ...
  • Contract Expiry Notification

    2025-04-05 12:16:44
    You can set contract notifications by going on Setup -> Settings -> Cron Job -> Contracts. ...
  • Renewing Contract

    2025-04-05 12:19:27
    You can renew contact by clicking on edit contract and on the right upper side click Contract Renewal History and click Renew Contract. ...
  • New Contract

    2025-04-05 12:23:23
    Click on the aside menu Contracts link and on the left side there is a button New Contract. ...