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Managing Deals with Salesforce Contracts

RevOps can also create a Contract object in Salesforce for each Deal created. When creating the Contract object, as long as the Opportunity Contract Lookup field is visible, RevOps will enrich this field and associate the Contract to the Opportunity. ‍

The Contract object will be placed in 'Draft' status and you can choose to map any properties from your RevOps Deal to the fields created on the Contract object.


This feature is not available out of the box, contact us if you are interested in enabling this functionality.