home

CLM for Advantage Platform

Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Show Page Sections

CLM for Advantage Platform

CLM for Users

Accounts Management

You can access Accounts by logging in to your Conga platform. Accounts contain information about customers or individuals with whom you conduct business.

Prerequisite: Based on user roles, the administrator has assigned View All, Read, Update and Delete permissions on the Account and Agreement objects.

You can access Accounts from Shared Apps and view the following tabs.

  • My Accounts: This is the default tab. On this tab, all the accounts created by you and their details are listed.
  • Recently Viewed: You can view the list of accounts that you recently viewed.
  • All Accounts: You can view the list of accounts created by other users only if you have access rights.

You can adjust column visibility, apply filters, save filtered views, sort records, and customize layouts on these tabs. For more information, refer to Customize List Views.

Creating an Account

Based on user roles, the administrator has assigned Read and Create permissions on the Account object.
  1. Click the App Launcher icon ().
  2. Select Accounts from Shared Apps.
  3. Click New Account.
    Note: An administrator can click the Edit Page button in the header of the Account Details page to customize its layout in CX Studio. This allows them to add or remove standard and custom fields. For more information about editing page layouts, see Page Layout Configuration in CX Studio.
  4. Populate the following fields in the Account Information section.

    Field

    Description

    Account Name

    (Required) Enter the account name

    Account Number

    (Required) Enter the account number

    Account Owner

    (Required) Enter the account owner's name

    Account Source

    (Required) Select the account source from the drop-down menu

    Account Type

    (Required) Select the account type from the drop-down menu

    Account Currency

    (Required) Specify the first three letters of the required account currency. Matching currencies are displayed in the list. Select the required account currency.

    Primary Contact

    Select an existing primary contact from the drop-down.

    If the contact doesn't exist, go to Shared Apps and select Contacts. For more information, see Creating a Contact.

    Alternatively, you can:

    1. Start entering the contact name, and the Create "contact name" button appears.
    2. Click the button to raise the Create Primary Contact window.
    3. Enter the required fields and click Save. A new primary contact is created.
    Note:

    If the required contact doesn't exist, create it using the Accounts feature. For more details, refer Creating a Contact.

    Parent Account

    Enter the parent account details

    Status

    Select Active or Inactive from the drop-down menu

    Note:

    If the account is in Inactive status, the user can change the status to Active, based on the business requirement.

    Account Phone

    Enter the phone number

    Account Site

    Enter the site name where the account is held

    Fax

    Enter the fax number

  5. Populate the following fields in the Additional Information section.

    Field

    Description

    Industry

    Select the industry type from the drop-down menu

    Annual Revenue

    Enter the annual revenue amount

    Description

    Enter the description

  6. Populate the following fields in the Address Information section.

    Field

    Description

    Shipping Address

    Enter the address where your customer wants to receive the products

    Shipping Street

    Enter the street name

    Shipping City

    Enter the city name

    Shipping Province/State

    Enter the province or state name

    Shipping Postal Code

    Enter the postal code

    Shipping Country

    Enter the country name

    Billing Address

    Enter the address where your customer wants to receive the invoice

    Billing Street

    Enter the street name

    Billing City

    Enter the city name

    Billing State

    Enter the state details

    Billing Postal Code

    Enter the postal code

    Billing Country

    Enter the country name

  7. Click Save. An account is created.
Note:

You can create a contract for this account immediately after account creation by clicking New Contract on the Accounts Details page. For more information, see Creating a Contract.

Editing One or More Accounts

Based on user roles, the administrator has assigned Read and Create permissions on the Account object and set field permissions for account fields. For more information, see Managing Roles and Permissions.

You can update one or more accounts after creating them. To edit multiple accounts, select from the accounts list and make your changes simultaneously. To edit an account, perform the following steps.
Note: An administrator can click the Edit Page button in the header of the Account Details page to customize its layout in CX Studio. This allows them to add or remove standard and custom fields. For more information about editing page layouts, see Page Layout Configuration in CX Studio

.

Edit an account
  1. Click the Edit icon ().
  2. Update the required details and click Save.
Edit multiple accounts
  1. Navigate to My Accounts to view the accounts list page.
  2. Select a set of accounts to edit or use the Advanced Search option to narrow down the list of accounts. This helps you to filter and find the specific accounts to edit.
  3. Click the Bulk Edit icon (). This opens the Edit window, displaying the fields currently available on the grid, which are unpopulated.To add more fields to the grid and edit, select the View Settings option. For more information, see the "View Setting" section in Managing Accounts.
  4. Edit the fields and click Save.
    The fields for the selected accounts are updated, and the most recently modified records appear at the top of the list.

Deleting One or More Accounts

Based on user roles, the administrator has assigned Read and Delete permissions on the Account object.

You can select one or more accounts from a list of accounts and delete it.
Delete an account
  1. Click the App Launcher icon ().
  2. Select Accounts from Shared Apps.
  3. On the My Accounts tab, click the account name link to open the Account Details page.
  4. Click the More icon () in the upper-right corner and select Delete.
  5. On the Delete Account window, click Confirm.
Delete multiple accounts
  1. On the My Accounts tab, select the account records to delete.
  2. Click the Delete icon () to display the Delete Account window.
  3. Click Confirm.
The selected account or accounts are deleted.

Searching Accounts

You can search accounts on the accounts list page using the basic search or advanced search.

  1. On the accounts list page, enter a search term in the search box and press Enter.
    Note: You can search based on the account name.
  2. To apply filters to your search results, click the Advanced Search icon ().
    This raises the Advanced Filter window.
  3. Select a field from the Field drop-down list to be used in the filter criteria.
  4. Select an operator from the Operator drop-down list. The operator defines the relationship between the field and the value. The list of available operators varies depending on the data type of the chosen field.
  5. Enter the value of the field. The type of value field depends on the field selected.
  6. Click Add Criteria to add another criteria. A formula is displayed in the Filter Expression text box showing the criteria added. You can also alter the filter expression. AND and OR operators are supported in the filter expression.
    Note:

    Click the Delete icon () next to the search query to remove the search criteria.

    Click Remove All to remove multiple search criteria.

  7. Click Apply.
CLM returns the accounts that match the criteria.

Manage Account's Contact Details

Access Accounts from the app launcher to view the contacts associated with an account.

Viewing the Contact Details of an Account

  1. Click the App Launcher icon ().
  2. Select Accounts from Shared Apps.
  3. Click the account name link to open the Account Details page.
  4. Select the Contacts tab. You can view the list of contacts associated with the account.
    Note: Select the View All button to display more than 50 records.
  5. Click the contact name link to open the Contact Details page.

Searching the Account's Contact Details

You can search for contact details of an account using the basic search or advanced search.
  1. Go to the Accounts Details page.
  2. On the Contacts tab, select View All.
  3. Enter a search term in the search bar and press Enter.
  4. Click the Advanced Search icon () to apply filters to your search results and display the Advanced Search window.
  5. Click Add Criteria.
    1. Select a field to be used in the filter criteria.
    2. Select an operator from the drop-down. The operator defines the relationship between the field and the value. The list of available operators varies depending on the data type of the chosen field.
    3. Enter the value of the field. The type of value field depends on the field selected.
  6. To add another filter, click Add Criteria and repeat step # 5.

    Click the Delete icon () next to the search query to remove the search criteria.

    Click Remove All to remove multiple search criteria.

  7. Click Apply.
CLM returns the accounts that match the criteria.

Editing a Contact Associated with an Account

  1. Click the account name link to open the Accounts Details page.
  2. On the Contacts tab, click the More icon () next to the contact to edit.
  3. Select Edit.
  4. Update the required details and click Save.

Deleting a Contact Associated with an Account

  1. Click the account name link to open the Accounts Details page.
  2. On the Contacts tab, click the More icon () next to the contact to delete.
  3. Select Delete.
  4. On the Delete Agreement popup, click Confirm.

Manage Account's Contract Details

Contracts are associated with accounts and contacts. You can create contract from an account, search, view, edit, or delete contracts associated with an account.

Creating a New Contract for an Account

  1. Click the account name link to open the Accounts Details page.
  2. Click Create New Contract.
    For more information, see Creating a Contract.

Viewing the Contract Details of an Account

  1. Click the App Launcher icon ().
  2. Select Accounts from Shared Apps.
  3. Click the account name link to open the Account Details page.
  4. Select the Contracts tab. You can view the list of contracts associated with the account.
    Note: Select the View All button to display more than 50 records.
  5. Click the contract name link to open the Contract Details page.
    You can view the account and primary contact associated with it on the Contracts Details page.

Editing a Contract Associated with an Account

  1. Click the account name link to open the Accounts Details page.
  2. On the Contracts tab, click the More icon () next to the contract to edit.
  3. Select Edit.
  4. Update the required details and click Save.

Deleting a Contract Associated with an Account

  1. Click the account name link to open the Accounts Details page.
  2. On the Contracts tab, click the More icon () next to the contract to delete.
  3. Select Delete.
  4. On the Delete Agreement popup, click Confirm.

Searching the Account's Contract Details

You can search contract details of an account using the basic search or advanced search.

  1. Go to the Accounts Details page.
  2. On the Contracts tab, select View All.
  3. Enter a search term in the search bar and press Enter.
  4. Click the Advanced Search icon () to apply filters to your search results and display the Advanced Search window.
  5. Click Add Criteria.
    1. Select a field to be used in the filter criteria.
    2. Select an operator from the drop-down. The operator defines the relationship between the field and the value. The list of available operators varies depending on the data type of the chosen field.
    3. Enter the value of the field. The type of value field depends on the field selected.
  6. To add another filter, click Add Criteria and repeat step # 5.
    Note:

    Click the Delete icon () next to the search query to remove the search criteria.

    Click Remove All to remove multiple search criteria.

  7. Click Apply.
CLM returns the accounts that match the criteria.
User Guide
CLM

December 1, 2025