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Quick Start — Contract Lifecycle Management
End-to-end contract lifecycle tracking, stages, and governance for Perfex CRM
5-minute Quick Start
Follow this short path the first time you use Contract Lifecycle Management:
- Activate — Setup → Modules → activate Contract Lifecycle Management (run Upgrade if prompted).
- Permissions — Setup → Staff → Roles → enable view/create/edit (and approve/settings if needed) for this module.
- Settings — Open Contract Lifecycle Management → Settings and save company defaults, prefixes, and integrations.
- Master data — Create the first required masters (products, warehouses, templates, channels, accounts, routes, etc.).
- First transaction — Create one sample record end-to-end (save → submit/approve → complete) and confirm it appears in lists/reports.
- Cron — If the module uses alerts, sync, queues, or AI, confirm Perfex CRM cron is scheduled on the server.
Screens map — what each menu is for
These are the admin screens registered by Contract Lifecycle Management. Click a name in the Knowledge Base for a full how-to, or open the path in admin.
| # | Screen | Admin path | Guide |
|---|---|---|---|
| 1 | CLM Dashboard | admin/contract_lifecycle_management | How to use |
| 2 | Contracts | admin/contract_lifecycle_management/contract_lifecycle_management_contracts | How to use |
| 3 | Lifecycle Stages | admin/contract_lifecycle_management/contract_lifecycle_management_stages | How to use |
| 4 | Milestones | admin/contract_lifecycle_management/contract_lifecycle_management_milestones | How to use |
| 5 | Amendments | admin/contract_lifecycle_management/contract_lifecycle_management_amendments | How to use |
| 6 | Renewals | admin/contract_lifecycle_management/contract_lifecycle_management_renewals | How to use |
| 7 | Approvals | admin/contract_lifecycle_management/contract_lifecycle_management_approvals | How to use |
| 8 | Reports | admin/contract_lifecycle_management/contract_lifecycle_management_reports | How to use |
| 9 | Settings | admin/contract_lifecycle_management/contract_lifecycle_management_settings | How to use |
Related: How to Install · Features · FAQ & Tips