Editing Role Dates

Editing Role Dates

  1. In an event, if you need to amend opportunity role dates/time from the system. Go to Opportunity dashboard, locate the required project and click onto Insights button.
  1. In the Opportunity Insight dashboard click onto the View Project Details button
  1. In the Project Details dashboard click onto the Role tab
  1. Locate the role you wish to amend the date or time and click onto Amend Date icon in the Setting tools.
  1. Locate and amend the date details.
  1. If you wish to add new dates, click onto Add Role Date button and input the details
  1. Click onto the Submit button when you are done.
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