A Primary Contact is the main person of contact for an Account.
Setting a Contact as Primary
How to set a Primary Contact:
- Navigate to the Contacts section under the Essentials menu.
- Click on a Contact you wish to mark as Primary.
- Click the Actions button and select Mark as Primary.
OR
- Navigate to the Accounts section under the Essentials menu.
- Click on an Account you want to add a Primary Contact to.
- From the Contacts tab click on the button beside the Contact you want to be Primary.
Removing Primary Status from a Contact
- Navigate to the Contacts section under the Essentials menu.
- Click on the Primary Contact you wish to remove as Primary.
- Click the Actions button and select Remove Primary Contact Status.
OR
- Navigate to the Accounts section under the Essentials menu.
- Click on an Account you want to remove the Primary Contact from.
- From the Contacts tab click on the button beside the Primary Contact.
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Last Updated January 25th, 2018 by Becca Ellig
