Skip to main content
All CollectionsAccounts & ContactsAccount & Contact FAQ
How do I change the Primary Contact on an Account?
How do I change the Primary Contact on an Account?
Updated over 4 months ago

Related Questions:

  • Change primary contact on an Account

  • Reassign the primary contact on an Account
    โ€‹

Procedure:

  1. From the Account Summary page

  2. Hover over the current Primary Contact

  3. Click Remove

  4. Find the new Primary Contact drop-down field.

  5. Select the appropriate contact

  6. Select Save at the bottom of the screen.

Did this answer your question?