Discover the learning path that’s right for you

Changing the Primary Contact for a Business Customer

Autosoft -

When you create connections for a business customer, the first connection you add is automatically marked as the primary contact for the business. However, you can easily change the primary contact.

Step 1. While in a business customer’s customer record, you can view the customer's connections under the Connections heading in the Customer Summary card, where the primary contact will be noted.

 

Click the Connections button in the horizontal button bar to make changes.

Step 2. The Connections screen opens. The connections that have been added for the business customer are listed. Each entry contains the individual’s first and last names, relationship type, and title. The primary contact for the business will be signified by Yes in the Primary column.

Step 3. Click on the individual you would like to make the primary contact for the business customer. A popup containing the connection information opens.

Step 4. In the bottom-left corner of the popup, click to select the Primary Contact box.

Step 5. Click the grey X in the upper right corner of the popup to save the changes and close the popup. A Yes now appears in the Primary column for the individual connection, and the connection that was previously marked as the primary contact now has a No in the Primary column.

Step 6. Click Save to save all changes.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk