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Administration & integrations

Britixo: Contracts and Contract-Type Settings | Live Feature Overview

0:56 · Official YouTube tutorial ·

Updated automatically from our official channel.

Explore contracts and contract-type settings in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.

Video chapters

  1. 0:00Default trial: Contracts
  2. 0:16Default trial: Setup - Contracts
  3. 0:40Continue with the written guide
Read the video description

Explore contracts and contract-type settings in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules. MATCHING WRITTEN GUIDE https://britixo.com/help-centre/create-a-contract/#britixo-live-021 IN THIS VIDEO • Contracts — Contracts • Setup - Contracts — Contract Types CHAPTERS 00:00 Default trial: Contracts 00:16 Default trial: Setup - Contracts 00:40 Continue with the written guide Fictional demonstration records are used. Draft documents are unsent and no real payment or provider connection is implied. Passwords, verification codes and external authorisation stay private. Available features depend on your plan, enabled modules, permissions and connected services. Genuine application footage with a UK English voiceover. OFFICIAL GUIDES AND RESOURCES Official Britixo website https://britixo.com/ Help Centre https://britixo.com/help-centre/ Detailed overview and full walkthrough https://britixo.com/help-centre/britixo-crm-workspace-overview/ Roles, permissions and team access https://britixo.com/help-centre/understand-roles-permissions-and-visible-menus/ Track contracts added by type https://britixo.com/help-centre/goals-management-track-contracts-added-by-type/ Track contracts starting by type https://britixo.com/help-centre/goals-management-track-contracts-starting-by-type/ Complete the Goals Contract type field https://britixo.com/help-centre/goals-management-complete-the-goals-contract-type-field/ Configure account type details https://britixo.com/help-centre/configure-account-type-details/ Product support and enquiries https://britixo.com/contact/ RELATED VIDEOS https://www.youtube.com/playlist?list=PLfnPcu-t4wuw Complete detailed walkthrough https://www.youtube.com/watch?v=LNR0k3wN_yQ #Britixo #CRMSoftware #BusinessDocuments #ContractManagement #BusinessSoftware #SalesOperations #SmallBusinessUK

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