Updating the Primary Contact for Companies or Opportunities

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A primary contact is the main contact for a company or opportunity. In this article, we'll look at how to update and maintain each.

Update the primary contact for an opportunity

To select or edit a primary contact for an opportunity, follow the steps below:

  1. Sign into your Copper account, and click 'Opportunities.'
  2. Click an opportunity from the pipeline. 
  3. In the Details column that appears for that opportunity at the right, click the 'Primary Contact' and search for the name of the new one. If the contact you'd like to change it to isn't in the system yet, choose the option to create a new contact. 

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Once you've updated the primary contact, the related section of the opportunity will automatically reflect the change.

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Update the Primary Contact for a Company

Changing the primary contact for a company is a different process.

  1. Sign into your Copper account and click 'Companies' from the lefthand menu.
  2. Click the name of the company you'd like to change the contact for.
  3. Click the 'Related' in-page tab on the left side of the company record. Here, Creed is the primary contact simply because his name appears at the top of the list. To make Meredith the primary contact, we need to delete Creed from the list of contacts, then re-add him.

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4. Hover over the name of the existing primary contact and click the 'X' to the right. 

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5. You will see a pop-over appear confirming what you'd like to do. Click 'Remove.'

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Now Meredith is the primary contact simply because she was second on the list and moved to first. 

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6. To re-add the previous contact as a secondary contact, click the '+' to the right of the primary contact. 

7. Enter the name of the contact in the 'Add Contact' line and add the existing contact or create a new user if they're not in the system yet.

In this example, Meredith is still the primary contact because she's listed first. Creed has been returned to the list. Because of the order in which we entered him, he is no longer the primary contact.

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Still have questions?

Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.

 

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