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Contract Status Management

Getting started with Contact Status Management.

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Written by Almer Schrijver
Updated over a week ago

It is possible to assign a status to contracts in order to facilitate processing done outside of Briggs + Walker.

Follow these steps to start making use of this functionality;

  1. Define all required Contract Phases
    All different phases a contract can have e.g. Quality control, Call center, Customer action, etc. These phases can encompass every possible stage in the contract journey.
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  2. Define all required Contract Status
    All the statuses a contract can have, these are linked to different phases.
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  3. Configure the Import template
    The import template determines the format of the data that will be imported. This only needs to be determined if manual CSV imports are used.
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Once Contract phases, Contract statuses and Import templates have been configured the following things will take place;

  • All future contracts made via Briggs + Walker will be assigned the initial Contract status and thus also a Contract phase.

  • Depending on the configuration of the contract statuses after configurable timeframes or events contracts will be changed accordingly

  • It will be possible to upload files into Contract Status Import to enact changes to the statuses of contracts that have been processed outside of Briggs + Walker.

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