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 the primary contact of a deal, use the Associated Contacts panel on the deal card.
Note: If you email a deal from a Deal card or a smartlist, it is the primary contact that is added to the recipients list.
To change a deal’s primary contact
- On the Deals page, select a deal to open the deal card.
- In the Associated Contacts panel, choose a new primary contact by clicking the star icon that appears next to their name.
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Confirm that you want to reassign the primary contact for the deal. Your two options are: Remove and Keep.
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Remove reassigns the primary contact and deletes the previous primary contact from the deal.
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Keep reassigns the primary contact but keeps that contact as an associated contact on the deal.
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- Click Remove or Keep to change the primary contact.
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