Go to the "Organizations" page. Notice there are "contacts", "proposals & projects" and "conversion" section associated with each organization. Conversion is the percentage of projects over the sum of all proposals and projects for this organization. Click the name of the organization you want to edit.
Click "Edit" and make all necessary changes. Notice that the "Delete" button is greyed out (2). This is because, as seen above, there are proposals and/or project associated with that organization, meaning it cannot be deleted. However, in case that organization seize to exist, you can set it as inactive by adding a date to the "Inactive" field. (1). Once complete, click the "Save" button located at the top right corner.
Did this answer your question?Thanks for the feedbackThere was a problem submitting your feedback. Please try again later.
