Скачать или смотреть Managing Formal Contracts

📄 Managing Formal Contracts in Builders Excellence (Zoho CIM)

Taking your proposal from signed to scheduled? This video walks you through the contract workflow in Builders Excellence—starting the moment your customer signs a proposal and guiding you through to deposit invoicing, contract creation, and approval.

Learn how to request a proforma deposit, generate and track contract stages, and update status transitions using blueprint buttons. Whether you follow the full contract lifecycle or use the fast-track option, this guide ensures you stay organized, compliant, and client-ready.

✅ What You’ll Learn:
Requesting and sending deposit invoices with “Pay Now” links
Managing status updates from contract preparation to signing
Automating team notifications and customer communications
Fast-tracking contract signing based on internal processes
Creating a contract record and progressing to the job stage

🎯 Perfect for: Builders, sales coordinators, and project managers handling legally binding contracts after proposal approval.

#BuildersExcellence #ContractManagement #ZohoCIM #CRMBlueprint #ConstructionCRM #ProposalToContract #JobScheduling #DepositInvoice #ClientOnboarding #ProjectApproval