Change Primary Contact for a Deal in Zendesk Sell
How do I change the primary contact for a deal in Zendesk Sell?
To change the primary contact for a deal in Zendesk Sell, you need to use the Associated Contacts panel on the deal card.
First, navigate to the Deals page and select the deal you want to modify. Open the deal card and locate the Associated Contacts panel. Here, you can choose a new primary contact by clicking the star icon next to their name.
After selecting a new primary contact, you'll be prompted to confirm your choice. You can either 'Remove' the previous primary contact, which deletes them from the deal, or 'Keep' them as an associated contact. Click your preferred option to finalize the change.
More related questions
What happens if I email a deal from a Deal card in Zendesk Sell?
When you email a deal from a Deal card in Zendesk Sell, the primary contact is automatically added to the recipients list. This means that any communication initiated from the Deal card will be directed to the primary contact, ensuring that the…
Can I keep the previous primary contact as an associated contact when changing the primary contact?
Yes, you can keep the previous primary contact as an associated contact when changing the primary contact in Zendesk Sell. After selecting a new primary contact in the Associated Contacts panel, you'll be given the option to 'Keep' the previous…
What are the options when confirming a new primary contact in Zendesk Sell?
When confirming a new primary contact in Zendesk Sell, you have two options: 'Remove' or 'Keep'. Choosing 'Remove' will reassign the primary contact and delete the previous primary contact from the deal. On the other hand, selecting 'Keep' will…
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