slide: Home

Home visited
Main Menu
Manage Contract Management Customer Info
- Prospective Customer ID
- (Future) Customer Account
- Customer Name
- Customer Record Status
- General Tab
- Notes Tab
- Performance Assessment Tab
- Subtasks
  - Address/Contact Info Subtask
  - Activities Subtask
  - User-Defined Info Subtask
Approve Prospective Customers
- Enter Future Customer Account
- Approve a Single Prospective Customer
- Approve Multiple Prospective Customers
- Save the Record(s)
Manage Contract Management Vendor Info
- Prospective Vendor ID
- (Future) Vendor ID
- Vendor Name
- Location
- Vendor Record Status
- General Tab
- Notes Tab
- Supplier/Vendor Rating Tab
- Subtasks
  - Address/Contact Info Subtask
    - Contacts Subtask
  - Activities Subtask
  - Vendor Employees Subtask
  - NDA Subtask
  - Teaming Agreement Subtask
  - User-Defined Info Subtask
Approve Prospective Vendors
- Enter AP and Cash Account Descriptions
- Enter Future Vendor ID
- Enable Digital Signature
- Enable Supplier Portal
- View Vendor Addresses
- Add and Manage Vendor Contacts
- Create or Request User/Login ID
- Approve a Single Prospective Vendor
- Approve Multiple Prospective Vendors
- Save the Record(s)
Manage Contract Management Employee Info
- Degrees Subtask
- Certifications Subtask
- Skills Subtask
- Training Subtask
- Security Subtask
- Opportunities Subtask
- Contracts Subtask
Conclusion

Customer Vendor Employee Information Overview