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How do I change the Primary Contact on an Account?

Updated over 9 months ago

Related Questions:

  • Change primary contact on an Account

  • Reassign the primary contact on an Account
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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.

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