Amending an existing contract in TrueRev creates a special type of new contract. You'll want it linked to the previous contract, in order to easily cross-reference the two. Here is how you can do this in TrueRev.

Approach 1:

  1. From the home tab (dashboard), click the "Modify a Contract" tile.

  2. Search to find the contract you want to amend and click on it from the results list.

  3. Check the radio button "I would like to amend this deal."

  4. Click continue and enter the contract information as usual.

Approach 2:

  1. In the left column menu, select 'Contracts'

  2. Sort or filter the list to help find the contract you want to amend.

  3. Once you've found it, click the action ellipses (3 dots) and click "Create sub contract" from the context menu.

  4. Select "Amendment" as the contract type and enter the rest of the deal information as usual.

You'll note that the contract is pre-selected the same customer and the profile page has automatically linked the original deal (as a parent) to this new deal.

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