Note: You must be an active CLM customer to attend this class.
This instructor-led, interactive, demo-style, virtual training class overviews how the Chief Negotiator reviews contract requests and leads contract negotiations in CLM. Participants also learn how to create and manage contracts and review discussions.
Course Outline:
- Roles
- Reviewing Chief Negotiator and Contract Manager roles in CLM
- Contract Lifecycle
- Reviewing a Contract Request
- Creating a New Contract
- Understanding Contract Stages in CLM
- Managing a Contract
- Utilizing Discussions in a Contract
- Using Documents and Attachments in a Contract
- Closing a Contract
- Changing a Chief Negotiator in a Contract
- Using PDF Documents
- Executed Contracts
- Reviewing Executed Contracts and Post-Execution in CLM
- Classic Negotiation
- Negotiating with the Counterparty Outside of CLM
- Help Resources and Q&A
- Using Customer Support
- Q&A
Note: our policy is that each attendee registers for a seat in our class. You can register multiple seats during registration. This is a live, interactive session with a certified CLM trainer. We limit the number of seats to 12 to ensure that each student gets a full experience and ample opportunity to ask questions.