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.

To edit the role details of an organization on 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. Do one of the following:
    • To edit an internal organization, in the Internal Organization band, click .
    • To edit an external organization, in the Organizations and Contacts band, click > Edit Organization Role.
  3. On the Edit Organization window, modify any of the details for the organization, as required.
  4. Click Save.