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Changing an Account Primary Contact

An account can have multiple contacts, but one of the contacts must be specified as the primary contact for the account. By default, the first contact added for the account is the primary contact, but you can change this setting.

Before you begin. If the Primary Contact field is not displayed on the Account Detail page, contact your company administrator to have the field added to your page layout.

To change an account primary contact

  1. Navigate to the Account Detail page.
  2. Click the Lookup icon on the Primary Contact field.
  3. In the Search window, select the new primary contact.
  4. On the Account Detail page, click Save.

Published May 2008