Today’s focus is on understanding the contracts tab within the Sales AI platform. This feature provides an overview of the total contracts created, including details such as the number of contracts made, the most recent contracts, and the total value of contracts. Users can add a new contract type using the plus icon, specifying details such as the contract’s subject, value, type, and duration. For instance, users can define whether the contract is permanent or temporary and set the contract duration, specifying the start and end dates. Additionally, users can provide a description of the contract before finalizing its creation.
By following these steps, a comprehensive overview of contracts can be maintained within the Sales AI platform. This tutorial aims to provide valuable insights into the process of building contracts, empowering users with the necessary information to effectively utilize this feature.