Add an External Contact to an Enquiry

You can add contacts from an external organization to an enquiry, such as contractors and subcontractors.

To add an external 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 Organizations and Contacts band, click Add Contact.
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 Next.
9. Do one of the following:
   • If the contact's organization is already linked to the record, select the contact's organization.
   • If the contact is a member of an organization that is not currently linked to the record, click to add the contact's organization.
10. Click Finish.