Edit the fields of the agreement.
Note: Only appears if agreement is not from the accounting system.

Copy (clone) the record.
Note: Only appears if agreement is not from the accounting system.

Delete the record.
Note: Only appears if agreement is not from the accounting system.

Attach an external file to the record..

Generate a document from the shared library.

Create a new lead for this agreement.

Add a note to the agreement record.

Create a task associated with this agreement.

Schedule an appointment about this agreement.

Add a new contact to the agreement’s account.
(Follow the procedure in Add a Contact to an Existing Account.)

Add an asset to this agreement.
Note: Only appears if system does NOT interface with an accounting system. Asset records are imported from the accounting system.