Edit organization information


Prerequisites
  • Externalcontacts > Externalorganization > Edit 

Note: You can edit information for organizations that have been created in External Contacts. You cannot edit information for organizations that have been imported from Salesforce.

  1. Click Directory > External Contacts.
  2. Click the Organizations tab.
  3. If necessary, search for the organization.
  4. Click the organization.
  5. Click Edit.
  6. Update the organization details.
  7. Click Save.
  8. Manage relationships.
  9. Manage notes.