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Setting the primary contact for an account

How to set a contact as the primary contact for the account

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Written by Ashok P
Updated over 3 months ago

On Cloud, you can assign multiple contacts to an account. You can set one of them as a primary contact for the account. This way, the primary contact's details of an account are auto-populated when you create opportunities and service calls for the account.

By default, the first contact you assign to an account is the primary contact for the account.

To set a contact as the primary contact:

1/ Go to "Accounts" in the left navigation menu.

2/ Click the account, and this will open its details view.

3/ Click the "Contacts" tab and you will see the contacts for the account.

4/ Click the 3-dot menu of a contact and click "Set as primary."

The contact's details will be auto-populated when you create opportunities and service calls for the account.

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