Changing a deal’s primary contact

Deals can have any number of contacts associated with them. However, only one of those contacts is the primary contact. If you need to change who the primary contact of a deal is, you can do so by using the Associated Contacts panel in the deal card.

To change a deal’s primary contact

1. In the Deals page, select a deal to open the deal card.
2. In the Associated Contacts panel, select a new primary contact by clicking the star icon that appears next to their name.

   

3. You’ll be prompted to confirm that you want to reassign the primary contact for the deal. Your two options are Remove and Keep. Remove reassigns the primary contact and also deletes the previous primary contact from the deal. Keep reassigns the primary contact but keeps that contact as an associated contact on the deal.

4. Click Remove or Keep and the primary contact is changed.