Making Changes to Business Factors

Modified on Thu, 7 Nov at 11:32 AM

To update Business Factors within Company Assets in Symphony, follow these steps:

 

1. Go to Business Factors

Navigate to My Company and select the Business Factors tab associated with either the Prime Entity or Team Member.


2. Unclaim the Business Factor

Select the Unclaim button to unlock the Business Factor, enabling updates to documents and responses to additional questions (see Figure 1).


3. Re-certify and Save Changes

After making the necessary edits, check the box to re-certify the claim and save the changes.


4. Keep Business Factors Unclaimed

Use the Close button to leave a Business Factor unclaimed


Unclaim Business Factors to make changes

Figure 1. Unclaim Business Factors to make changes.


Note: Updating Business Factors after submission will not affect a submitted proposal (see Clarifications).


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