Addenda

Peter Campbell Updated by Peter Campbell

To create addenda to your opportunity, navigate to the Addenda tab under Opportunity. Here you can select the + Addendum button to prompt a wizard which will allow you to select if the Addendum you are creating is a "Date Addendum" or an "Other Addendum". Your selection of this will determine what the wizard looks like.

For dates, the addendum creation wizard looks like this:

For “Other Addendum” the wizard looks like this:

Using this wizard you can create draft addenda, by selecting Add at the bottom. This will store the draft addendum against the record until it is ready to be published:

Alternatively you can publish addenda immediately using the Publish button at the bottom.

At the point of Publishing, the Published date and the Status will be updated.

Suppliers who have registered interest in the opportunity will also be emailed:

And the Addenda tab of the activity in the Opportunities Hub is updated too.

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