Contact Management: How do I update the number of leavers?

You may at some point need to update the number of leavers for a company, for example, if the pre-populated total employees minus leavers value in the Company Questionnaire doesn't match what the client entered, etc.

Provided distribution has been completed for the company survey, you can update the number of leavers in Contact Management in the following way:

• Find the company you want in Contact Management.
• In the "Survey Status" box, make sure the correct survey is selected and click the "Edit" link near the bottom of the page.
  
  
  
  
• The "Leavers" value will become editable. Enter the new value for the number of leavers and click on the "Save" link.
  
  
  
  
• The number of leavers will now be updated.

Please note that the number of leavers can only be edited in this way once the surveys have been distributed for that company. If distribution has not yet taken place, the Leavers value will remain non-editable.