Editing Pursuit Details

You can update the details associated with a pursuit.

To update the details:

  1. Click on the Edit icon on the Details panel of the Pursuit Overview screen. The Edit Details pane opens.
  2. Update the fields as appropriate. The fields include:
    • Type of Work

    • Practice Group
    • Industry
    • Origination Source
    • Source Association
    • Description
  3. Click Save to save the updates.