How can I remove a firm from my request after it's been published?

You can remove individual firm contacts or the whole firm from any PERSUIT request after it’s been published and is in either the Open to Proposals or Evaluating stage.

Removing Individual Firm Users 

In the Firms tab of the request, navigate to the firm with the contact you’d like to remove.

Click the arrow to the right of the firm. The Invited Contacts table will expand and you’ll see a list of everyone from this firm with access to the request.

Click Remove on any individual.

Press Save Changes to finalize the contact’s removal.

Removing the Whole Firm 

To remove an entire firm from your request, first remove access for all the individual contacts.

The firm will remain in the Firms tab even without contacts.

Next, mark the firm as unsuccessful. Start by clicking Manage Firm and when the window pops up, click Mark as Unsuccessful. For more information, view this article here.

If you have any questions, please reach out to our support team at support@persuit.com.