Conga Product Documentation

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Logging in to Contract Management

Note:

It is recommended not to use the Back button of your browser during the entire Contract Management Lifecycle.

To log in to Conga CLM

Conga Contract Management package must have been installed. You must have Conga provided login credentials.

  1. Go to http://www.salesforce.com/. If your organization is using a sandbox or test environment to access Conga Contract Management, for example, as part of your User Acceptance Testing (UAT) process, go to http://test.salesforce.com/.
  2. Click Login.
  3. Type your User Name and Password, and click Login in to Salesforce.

You are successfully logged in to Conga Contract Management.

Navigate to the Salesforce.com App Menu, select Conga Contract Managementto access the Contract Management tabs. Navigate to the Opportunities or Accountstab.