What is a primary contact?

A primary contact is the main contact for a company.

 

At this time, the only way to make a primary contact for a company is to make it the contact that is the top of the related tab. Below we will go over steps to make a contact the primary contact for a company.

 

Here, Harry is the primary contact.

 

 

If you wanted to make Janice the primary contact, you would have to remove Harry by clicking "x" 

 Click Remove

 

Now Janice is the primary contact

 

And then you can re-add Harry by clicking the "+" sign to the right of Janice

 

If you wish for this feature to be available please upvote in our community forum.

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