Select the property and account for volume contracts
Before you detail a volume contract, you need to assign a property and an account to it. To open the New Volume Contract: Property and Account Selection page:
- From an account, click New in a Volume Contracts section.
- From a contact, click New in a Volume Contracts section.
- Click New from the Volume Contracts tab.
Select Property list
The Select Property list displays the properties you have access to. When you create the volume contract from an account or contact, the list filters to show only the properties with access to the contract.
Accounts list
When you create the contract from the Volume Contracts tab, the list of accounts is controlled by the property you selected. Select the account you want to associate with the contract. Otherwise, when you create the contract from an account or contact, the appropriate account name displays for selection.
Use the Account Filters to search for the account you want. After you enter your search criteria, click Apply Filter. To return to the entire list of accounts, click Clear Filter.
When you finish making your selections, click Create Volume Contract to open the New Volume Contract page to enter the contract details.
Learn more...
Change the volume contract owner
Record lost business information for volume contracts