How do I change the Primary CC for a Company?
Last modified: March 8, 2012 by Michelle
To change the Primary Company Contact for a Company, take the following steps:
- From the Company record, jump to the Associated Records Anchor
- In the Company Contacts section, highlight the CC you’d like to make Primary
- Click the Green Flag icon
- The New CC will be listed as the Primary CC for this Company
The Primary CC is denoted by Bold Green print.