Add a primary contact to an account
The primary contact for an account displays as the main contact for the bookings, inquiries, and volume contracts associated with that account. The primary contact is also the default contact used in merge documents.
The first contact you create from an account is automatically assigned as the primary contact. You can, however, select a different primary contact. Only those individuals that display in the Contacts section of the account are available for selection.
To add a primary contact to an account
- From the account, click Edit at the top of the record.
- Find and select the appropriate contact in the Primary Contact field.
- Click Save.
If a contact is not associated with an account, it is private and visible only to its owner.