Edit the Role of an Organization on an Opportunity

You can edit the details of an organization assigned to an opportunity, such as an organization's role and status.

To edit the role of an organization on an opportunity:

  1. Navigate to the opportunity.
    You can search for opportunities using the Advance Search Opportunities link in the Activity Zone.
  2. In the External Organizations and Contacts band, click > Edit Organization Role.
  3. On the Edit Organization window, modify any of the role details for the organization, as required.
  4. Click Save.