Edit a Contact on an Enquiry

You edit a contact to update their role details on an enquiry, such as whether they are a key or active contact, and what roles they have.

To edit a contact on 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. Do one of the following:
   • To edit an internal contact, in the Internal Contacts band, click for the contact that you want to modify.
   • To edit an external contact, in the Organizations and Contacts band, click > Edit Roles for the contact that you want to modify.
3. On the Edit Contact window, modify any of the contact's role details, as required.
4. Click Save.