Project Manage New Contracts with Existing Accounts

Question

Hi, Trailblazers. Our team is in contract negotiations with a few existing Accounts for the creation of agreements to replace existing/expired documents. I am interested in hearing from this group how they would manage the work/activities associated with this new contract.

Should we create an Opportunity under the existing Account? Should we create a new Contract Record under the Account and manage through Activities?

Appreciate the feedback from this group.

Thank you,

John

Tanaya Girish Tamane · Answer

Hi John,

For new contracts, you can create a new record under an existing account.

By managing the work can you tell me what kind of functionality are you trying to achieve here?

Thanks,

Tanaya

Project Manage New Contracts with Existing Accounts

Data Management

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