
Hi all,
My organisation would like to manage contracts and specifically contract deliverables stated in the contract lines.
Basically we would like to create a contract, add in the actionable deliverables from the contract into items and assign each other with a start and due date to internal CRM users within our organisation. I had tried to use the Contract entity in the service section but the contract lines won't allow me to assign each contract line to an owner (only the contract itself).
My question would be whether there is a simple out of the box entity solution that will allow me to add contracts, add individual contract line items that are actionable deliverables stipulated into the contract, assign them to owners and track the progress of them? Nothing too complicated. Add-on apps are also a welcome.
Mike
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