Creating a volume contract lifecycle model

  1. Click New. The Add/Edit Volume Contract Lifecycle Model page is displayed..
  2. Specify the name and description of the lifecycle model.
  3. Select stage for the lifecycle model in the Contract Lifecycle Stages field. Possible values:
    • New
    • Inquiry
    • Proposal
    • Tentative
    • Definite
    • Closed
    • Cancelled
    Note: You must select the New, Closed, Cancelled stage to create a lifecycle model.
  4. Select the Is Default check box to make selected stage as default for the lifecycle model.
  5. Click Save. The Volume Contract Lifecycle Details page is displayed.
    Note: You can access this page by clicking the volume contract lifecycle name on the Volume Contract Lifecycle Models page.
  6. Modify and review the details of the volume contract lifecycle model.
    Note: The sections displayed on this page are based on the stages selected in the Contract Lifecycle Stages field. You can modify the default tasks, document types and send email for the selected lifecycle stage.
  7. Click Done.