Contracts list
CRM → Contracts lists all of your team's contracts. You can search by title or contract number, filter by status (Draft, Sent, Signed, Active, Expired, Terminated), and sort the list by clicking a column header.
The list shows Number, Title, Customer, Status, Value and Valid Until. Click any column header except Status to sort by it; click again to reverse the order.
- Search – type into the search box to search contract titles and numbers.
- Status filter – pick a status instead of All statuses to see only contracts in that state.
- If a contract's Valid Until date has passed, the date is shown in red. The contract's status does not change on its own.
Click a row to open the contract's detail page. Use New Contract to add a contract.
You need access to the CRM & Sales module to see this page.
On the dashboard, the Expiring Contracts card lists active or signed contracts that expire within the next 30 days.