As you create new clients and expand as a business, it is likely that you will draw up legal contracts to confirm with a client, the details of any business arrangement. Clarity365 allows you to keep track of all your current contracts in one secure location and assign these contracts to clients within the system.
Assigning a Contract to a Customer:
1. Go to Main Navigation > Contracts
2. Click New Contract tab
3. Here you need to choose the customer to assign the contract to
4. Fill in the details of the contract
5. Click Save to submit the contract to Clarity365