How do I setup Contracts for my customers?

How do I setup Contracts for my customers?

You can create a contract and associate it to an account in Zoho Support. But before that, it is mandatory to create an SLA. 


To create a new SLA,  

  1. Click Setup>Automation> SLAs
  2. Click Create SLA and enter details like Support Plan Name, Description, execution on,etc., 
  3. Click Add Targets, and provide details like trigger conditions, resolution time and escalation details. 
  4. Click Save to retain your settings

After setting up an SLA, you need to select an account. In the account information screen, 

  1. Click SLA for this Account
  2. Select an SLA (you should have created previously)
  3. Click Create Contract for this Account
  4. Enter the following information:
    • Name of the contract owner
    • Name of the contract
    • Number of the contract
    • Name of the product for which you are creating the contract
  5. Select the time period for the contract
  6. Enter a description about the contract
  7. Select who should be notified when the contract expires
  8. Click Save

For more, click here.

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