Copy External Contacts to an Enquiry

To save time, you can copy external contacts from an external organization that is already linked to an enquiry.

To copy external contacts 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 > Copy Contacts From Organization for the organization that you want to copy contacts from.
  3. On the Copy Contacts window, select each contact that you want to add.
  4. Click Copy Contacts.