Updating Interactions

How to change a company interaction in a supervisory activity.

Procedure

  1. Navigate to your supervisory activity.

    Supervisory Activities button on the Main Menu
  2. Click Interactions.
    Interactions button
  3. Click the View Details icon for the interaction you want to update.
    View Details icon for Interaction Details on a Supervisory Activity
  4. Click Update Interaction.
    Update Interaction button
  5. Make the necessary updates.
  6. Click Save Interaction in the bottom right.
    Save Interaction button