Creating and Managing Contracts

Use contracts to record recurring costs that clients will need to see on the budget forecast/roadmap

Create a Contract
Contracts can be built manually in order to define recurring costs that can be used in budget forecasting. Examples would be: • MSP services • Phone servi...
Sun, 17 Oct, 2021 at 12:55 PM
Importing Agreements from Connectwise Manage (CW Manage)
Lifecycle Insights allows you to import your agreements from Connectwise Manage as Contracts in LCI.  You can do this if your primary integration is with ei...
Sun, 17 Oct, 2021 at 12:58 PM
Creating Contract Templates
Contract Templates We recognize that at times, you may have a specific contract that applies to many of your clients, or alternatively, you may want propos...
Sun, 17 Oct, 2021 at 12:58 PM
Importing Agreements from ConnectWise Manage (IT Glue)
Lifecycle Insights allows you to import your agreements from ConnectWise Manage as Contracts in LCI.  You can do this if your primary integration is with ei...
Sun, 17 Oct, 2021 at 12:59 PM
Importing Contracts from Autotask (Primary Integration -> ITGlue)
Lifecycle Insights allows you to import your contracts from Autotask.  You can do this if your primary integration is with either Autotask or ITGlue. Th...
Sun, 17 Oct, 2021 at 1:02 PM
Importing Contracts from Autotask (Primary Integration -> Autotask)
Lifecycle Insights allows you to import your contracts from Autotask.  You can do this if your primary integration is with either Autotask or ITGlue. Th...
Sun, 17 Oct, 2021 at 1:02 PM
Importing Contracts from Autotask
Lifecycle Insights (LCI) allows you to import certain contract types directly from Autotask.  Specifically, we will allow you to import the following contra...
Sun, 17 Oct, 2021 at 1:02 PM