Add a New Contract
TEMO Admin
11 steps
50 seconds
Gotemo
1
Click this "Add" image on the top right of the contracts list.
2
Click the Vendor dropdown to select the desired provider.
3
Enter information on the "Contract Description" field.
4
Click the "Select a category" field. You can select multiple categories.
5
Click the "Expiration Date" field.
6
Click the "Monthly Cost" field.
7
Click the "Advance Cancellation Days" field for contracts that require written notice prior to the expiration of the contract that the customer intents to cancel services.
8
If there is a Savings Opportunity, Check the Box.
9
Once the Savings Opportunity Box is checked. More fields will appear. Enter estimated monthly savings amount in the "Savings $$" field.
10
In the "Savings Opportunity Description" you can enter information on what the customer could do to realize savings (e.g. move to another provider, consolidate apps, renegotiate on a longer term, etc.)
11
Then hit "Next" to create the contract.
Add a New Contract
TEMO Admin
11 steps
50 seconds
Gotemo
1
Click this "Add" image on the top right of the contracts list.
2
Click the Vendor dropdown to select the desired provider.
3
Enter information on the "Contract Description" field.
4
Click the "Select a category" field. You can select multiple categories.
5
Click the "Expiration Date" field.
6
Click the "Monthly Cost" field.
7
Click the "Advance Cancellation Days" field for contracts that require written notice prior to the expiration of the contract that the customer intents to cancel services.
8
If there is a Savings Opportunity, Check the Box.
9
Once the Savings Opportunity Box is checked. More fields will appear. Enter estimated monthly savings amount in the "Savings $$" field.
10
In the "Savings Opportunity Description" you can enter information on what the customer could do to realize savings (e.g. move to another provider, consolidate apps, renegotiate on a longer term, etc.)
11
Then hit "Next" to create the contract.
