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:
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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.
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In the Internal Contacts band, click
.
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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.
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If the contact is a key contact, select the
Key Contact check box.
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If the contact will be an active contact, select the
Active Contact check box.
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In the
Role Details field, enter the contact's role.
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Under Role Type, select one or more roles to assign to the contact.
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Click
Save.