|Available in: Performance and Developer Editions|
|Available in: Professional, Enterprise, and Unlimited Editions with the Sales Cloud|
- Manage information about contact roles, notes, and more (1).
- Create, update, and delete contracts for accounts and opportunities (2).
- Manage email, events, logged calls, and tasks in the activity timeline (3). Unique to Lightning Experience.
- Use Chatter to collaborate during the contract management process. Share information, updates, and documents, and monitor status and key field changes on contract records (4).
- Manage your approval process (5).
- Get the big picture with the Kanban view. Unique to Lightning Experience.
If you’ve added a contracts related list to accounts and opportunities, you don’t have to do anything. The related lists are included in Lightning Experience.
To monitor contract fields via Chatter, enable feed tracking for the fields that you want to track.