Update an existing mandate or use its details to start a separate project.
Update an existing mandate or use its details to start a separate project.
Before you start
Open a buyside project belonging to your company.
Steps
Open the project menu and select Edit Project to change the current mandate.
Update the criteria or contacts and save. Reopen the project to check your changes.
To make a separate mandate instead, select Duplicate Project.
Review the duplicate's name, criteria, and contact details in the editor before completing it.
What happens next
Editing changes the original project. Duplicating creates a new draft with a name ending in “- Duplicate”; it does not copy the original deal conversations or signed agreements.
Common problems
If a duplicate already exists after a slow response, edit that project rather than clicking Duplicate Project again. Change the internal name so your team can distinguish the mandates.