Contract phases are a way to group contract statuses. This is mainly beneficial for reporting purposes. In those cases the contract status can be seen as a in-depth status (f.e. client regrets purchase), whilst the phase is easier to be used in generic reporting (f.e. Call Center Churn).
To setup contract phases go to Campaign Manager and log in with your credentials.
Go to 'Settings'.
Select 'Domain'.
Select 'Contract Phase'.
Click the plus icon to create a new phase.
In the 'Description' field fill in a recognizable name for internal use within your organization.
In the 'Code' field fill in the name for external use as it is used by the recipient/client.
click save.
The created Contract Phase can now be assigned to a Contract Status
Navigate to (pttn domain result codes) and click the plus icon to create results that belong to this contract phase.
Compulsory fields:
Select the domain from where this result can be referenced.
In 'Result code' fill in the code for external use as it will be in export for you client.
In 'Description' fill in a detailed explanation of the result for internal use within your organisation.
Optional fields:
Select a quality control match(address contact check result) that will trigger this status
Enable 'Initial' if this is the default status for new contracts.
Enable 'Definitive' if this contract status cannot be overwritten.
Fill in an amount of days in 'Given automatically after' when you want this contract status to be applied automatically after a certain amount of days.
Enable 'Churn' if this contract status means that the sale has been lost/canceled.
When you are content with the contract status configuration, press 'save'