Adding a Primary Contact

Modified on Fri, Mar 15, 2024 at 11:07 AM

Overview

In this article, we will review how to add a primary contact to a leads profile.

Adding a New Primary Contact to an existing profile

Step 1: Navigate to the profile you would like to add a new Primary Contact to.

Step 2: Click the Relationships tab.

Step 3: Click New Person, fill out the form, click the checkbox next to Primary Contact and click Add.

Creating a Prospect and a Primary Contact at the Same Time

Step 1: Click Add New at the top right of the page and click prospect.

Step 2: Fill out the form with a prospect and a contact and click Add. (The contact that you add in this form will default to the primary contact.)

Change an Existing Contact/Relationship to a Primary Contact

Step 1: Navigate to the profile whose current relationship you would like to make a primary contact and click the Relationships tab.

Step 2: Click the check mark below PC. This will mark that contact as the Primary Contact.

Note: PC = Primary Contact, EC = Emergency Contact and PA = Power of Attorney