Quick Links

CLM enables you to create and maintain records of all your customers and the associated contacts.  You can store information about the customer's legal name, address, and other details. This information is used to populate data in contracts and reports, and in other systems such as CPQ, Salesforce, and C4C, if integrated. Customers can access contracts via the Customer Portal. The link to access the contract on the Customer Portal and the required credentials are emailed to the customer when a contract is sent to the customer.

Click Customers on the side panel.

Personal Sensitive Data pertaining to Customers and Contacts is only available to users with DPO Role

Related Articles