Please follow the following standard processes and rules of engagement in Salesforce. First, familiarize yourself with Salesforce's CRM with the following tutorial video. 

Please follow this process when you're adding a new account in Salesforce.

How to add a new account in Salesforce

How to create an Opportunity in SFDC

Salesforce - How to Change Opportunity Owner

Send a contract via Docusign

Standard Sales Processes in Salesforce

Scribe Co

View Only User

Can view organization

Can view scribe user

Can view super organization

Can view role

Can add user organization permission

Scribe

enterprise