Manage Enquiry Organizations
You can plan ahead and add the organizations that will work on a project if the project is approved. These can be internal organizations, and external organizations, such as the client's organization, and the organizations of any subcontractors. When you link an organization with an enquiry, you can then add contacts from those organizations to the enquiry. For each organization, you can assign a role on the project.
- Related Topics:
- Add an Internal Organization to an Enquiry
You can add an internal organization to an enquiry, such as your parent organization, or an organizational branch. - Add an External Organization to an Enquiry
You can add an external organization to an enquiry, such as the client, or a contractor's organization. When an organization is linked to an enquiry, you can then add contacts from the organization to the enquiry. - Copy External Organizations to an Enquiry
To save time, you can copy external organizations from an existing campaign, project, team, tenure, opportunity, property, tender, or community. - Edit the Role Details of an Organization on an Enquiry
You can edit the details of an organization within the context of a project enquiry, such as an organization's role. - Remove an Organization from an Enquiry
You can remove both internal and external organizations from an enquiry. When you remove an external organization, all contacts linked to the organization are also removed.
Parent Topic: How to...