Setting a Primary Contact

A primary contact is the main contact for an account or opportunity. Typically, the primary contact is the person in an organization that you contact most often.

Note: Your security access determines what functions are available. Contact your administrator for any access rights changes. The full functionality is not available for WebViewer users.

To designate a new primary contact for an account

  1. Open the Contact Detail view for the contact you want to designate as the primary contact.
  2. Select the Primary Contact for Acct. check box.
    Note: In an integrated environment this option can not be available. To designate a primary contact in an integrated environment, see the 'To designate the primary contact for an account in an integrated environment' section.
  3. Click (Save).

To designate the primary contact for an account in an integrated environment

  1. Open the Contact Detail view and click the Account Associations tab.
  2. Select the Primary Contact check box next to the contact that needs to be designated as the primary contact.

To designate a new primary contact for an opportunity

  1. Open the Opportunity Detail view for the appropriate opportunity and click the Contacts tab.
  2. In the list of contacts, find the contact you want to make the primary contact, and click Edit next to the contact's name.
  3. Select the Primary check box, and click Save.
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