How do I change the Primary Contact of a Deal?

When you create a Deal that has several contacts associated with it, you may want to change the Primary Contact for this Deal to another person or company.

This can be done by clicking the star icon next to a Contact's name, in the Deal's detail view.

This will move them up on the 'Associated Contacts' list and their contact details, such as email address or telephone number, will be used as the default when making calls or writing emails related to the Deal. They will also be listed in the "Associated With" field of the Deal in a Smart List.

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