Converting an Opportunity to a Contract

  1. On the Opportunities form, select the opportunity that you want to convert.
  2. Click Convert To Order to open the Convert Opportunity to Order modal form.
  3. Select Create Contract.
  4. Specify this information:
    From Contract
    Select a previous contract to use as the basis for building the structure of the new contract.
    Show Only Templates
    Description
    Optionally, specify a description of the contract.
    Status
    Open is selected by default. Optionally, select a different status.
    Terms Code
    Select a terms code. The terms code is used to identify specific billing terms that apply to the customer and to determine the transaction due date and discount information.

  5. Click OK to create the new contract, and to update the opportunity with the new contract number and the date of the conversion.

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