Getting started with the basics - Contracts
Search and filtering
Search contracts that are about to expire from a specific customer or vendor. Filter the data as needed and export it to Excel.
Videos in this course: 14
Course overview
00:52
Categories
02:03
Custom fields
03:38
Locations
01:41
Contacts
04:02
Expirations
04:44
Renew an expiration
01:15
Managing an expiration status
02:41
Search and filtering
02:18
Email templates
03:05
Invite your team
01:09
Import data
03:15
Expiration Reminder mobile
02:33
Integrations
01:25