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

Access the Contact detail view for the contact you require to designate as the primary contact. See Using the Contact detail view
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.
Click Save.

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

Access the Contact detail view and click the Account Associations tab. See Using the Contact detail view
Select the Primary Contact check box next to the contact that requires to be designated as the primary contact.

To designate a new primary contact for an opportunity

Access the Opportunity detail view for the appropriate opportunity and click the Contacts tab. See Using the Opportunity detail view
In the list of contacts, find the contact you require to make the primary contact, and click Edit next to the contact name.
Select the Primary check box, and click Save.