MEJ Leads AI

In this video, we’re going to learn about the Contracts tab within Leads AI. When you click on the Contracts tab, you’ll be presented with an overview of the total contracts that have been created. This includes the total number of contracts, their names, the client’s name, the contract value, type, start date, end date, status, and any required actions. If you need to create a new contract, simply click on the plus icon, then enter the contract name, related client, subject, value, type, start date, end date, and description. You can also specify the status as either “close” or “starting.” Once all the details are entered, click on “create” to finalize the contract creation process.

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