Submit a legal request for sales contract review
Submit a legal request to the legal team for review and legal support for a sales contract.
Before you begin
Role required: sn_lg_contracts.sales_user
About this task
You can submit a request for review of a sales contract to engage legal counsel, get a response to customer questions, or have the terms and conditions provided by customers reviewed.
Procedure
- Access the sales contract review intake form.
| Option | Description |
|---|---|
| Using Employee Center |
|
| Using Legal Service Portal |
|
- On the form, fill in the fields.
| Field | Description |
|---|---|
| What does your request involve? | Category of the contract.If the required category is not listed, select Others. |
| Provide details if others | Details of the category.This field appears only when Others is selected from What does your request involve?. |
| Account | Sales accounts, owned by you, pulled from the Microsoft Dynamics CRM system.Note: Only the sales account that you have been assigned to are listed. |
| Opportunity | List of active opportunities associated with the selected account.If no opportunity is associated with the selected account, leave the field empty. Note: Only the opportunities that you have been assigned to are listed. |
| Deal closure date | Expected closure date of the opportunity, pulled from the CRM system.You can modify the deal closure date to any future date, as required. |
| Additional information | Additional information about the sales contract. |
- Click the add attachments icon (
Add attachments icon\) to upload an attachment to the request.
Click Submit.
The system checks for deflection rules to provide guidance based on the entered information.
- If the conditions in any deflection rules do not match the details of the request, the legal request is submitted.
- If the conditions of a deflection rule match the details of the request, the preconfigured legal guidance text appears in a dialog box. You can choose to take any one of the following actions:
- Follow the guidance and cancel submitting the Legal request.
- Provide appropriate reasons in Business justification and submit the request.
Result
The legal request is created and assigned to the legal sales contract group.
Parent Topic:Sales contract review requests