Change Company Role

Use these instructions to change the role of a company to another, such as lead or supplier.

1. From the company’s summary segment, click on the workflow button beside the Role field, at the very bottom of the page.

   

2. The Change Company Role workflow will open in a new window.

   If the role of a client is changed, job orders and assignments will not be visible with the new entity.

3. Update the form with the necessary information; fields marked in red are required to complete the workflow. By clicking on the buttons to the right of certain fields, a new window will open, allowing you to search and select options related to that specific field.

4. Click Confirm to complete the workflow.

   

5. After completing the workflow you are returned to the Summary segment and updated field.

   

6. Verify the Company Role Changed and notes from the workflow are posted to the journal.