Things change and sometimes the Primary Contact for an organization needs to be updated. To update the primary contact go to the contact's Overview tab and find the "Contacts" section for the business.
- On the contact's Overview tab, scroll to the Contacts section.
- Click the icon for the individual you wish to set as primary.
- Enable the "Mark as Primary" option in the window. (This will also display the Set as Primary for all Memberships option, and will be enabled by default. You can disable this if needed)
- Click Done and the individual will now be marked as Primary (the name will be bolded and moved to the top of the Contacts list).
Follow the instructions for adding individual contacts to a business. During this process you will be able to select Mark as Primary.
After you have completed adding the record, the contact will be displayed in the business contact list and be primary contact for the business (the name will be bolded and moved to the top of the Contacts list).