This new update now allows you to have a primary contact for an account (company) and vice versa. This becomes an interesting option to help navigate your deals quicker.

How to add a primary contact

To add a primary contact, you just need to navigate to the Account or Deal in question (detailed view) and add assign a primary contact from the field.

You will be able to add a new primary contact by clicking on the “+” or by choosing an existing contact from the drop down menu. You can also search for the contact of your choice.

How to add a primary account

Exactly the same as above, except that it will be for accounts.

Deals view

Deal cards will now have an extra field for the main account.

This means that you can now more quickly navigate your deals based on the linked accounts on record.

Open

If no account was linked to the contact, the deal card will show as “No record”

Open

If the contact had a linked Account prior to the update, then the account will automatically show.

Do note that the linked contact now has become “Primary Contact”.

New workflow

In the detailed view, you can now add a primary contact and a primary account. This means that there will now be fields under which you can select or create a primary account/contact.

Do note that adding primary account/contact will also impact the data link (they will be added there). You might need to refresh the page

Account view

In an account, you will now be able to link a primary contact through the “Primary contact” field.

Linking a primary contact will add this object in the data link section (you might need to refresh the page)

Contact view

In a contact, you will now be able to link a primary account through the “Primary Company” field.

Linking a primary account will add this object in the data link section (you might need to refresh the page)

Q&A

• What happens when multiple contacts have the same primary account? Or when a primary account have multiple primary contacts?

While the card view for deals or the detailed deal view might show multiple combinations, you will be able to see on the account/contact detailed view that the primary element will be based on what object was linked last. I.e: Linking multiple objects with the same primary tag will override the “Primary” element.