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Change a Primary Contact

  • 22 February 2024
  • 3 replies
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I have about 10 people listed in connection with a project in the pipeline but only the first contact goes in as the primary contact as it is created. If I need to change this to another person how do I do that?

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Best answer by Maggie from Copper 28 March 2024, 21:47

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I have about 10 people listed in connection with a project in the pipeline but only the first contact goes in as the primary contact as it is created. If I need to change this to another person how do I do that?

I have the same question?  Thanks Jenco

Same question. Any help?

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Hi @Jenco, @hftm, and @shoes70 - I recently shared an update in a Community idea with enhancements to our Primary Company Contact feature: 

We’ve recently released a few enhancements to make this easier, with more on the way!

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