Add an Internal Contact to an Enquiry

You add internal contacts from your organization to an enquiry for anyone that will work on the project.

To add an internal contact to an enquiry:

  1. Navigate to the enquiry.
    You can search for enquiries using the Search Enquiries link in the Activity Zone. Enquiries that you are linked to also appear on the History tab in your contact record, and in the Enquiries dashpart in the Personal Zone.
  2. In the Internal Contacts band, click .
  3. On the Add Contact window, enter the name of the contact in the Contact field. When the name of the contact appears, click it to select it.
  4. If the contact is a key contact, select the Key Contact check box.
  5. If the contact will be an active contact, select the Active Contact check box.
  6. Optional: In the Role Details field, enter the contact's role.
  7. Optional: Under Role Type, select one or more roles to assign to the contact.
  8. Optional: Click Save.