What is a ‘Primary’ Contact? Kim Kininmonth December 29, 2020 Contacts 0 The “Primary” check box is to make a person the main contact on an account. This means it will automatically populate their name in an Opportunity or an Activity Journal when you create one for their company. Previous Post Opportunity Owner Change email Notifications Next Post What does "Globally Visible" do in a contact record? Related Posts PBI First Time Opening PBI Template January 31, 2024 PBI How to Disable a Problem Table in PBI December 20, 2023 Activity Journals How to Change the Lunch & Learn Tracker to a Different Manufacturer November 3, 2023 Leave a Reply Cancel ReplyYou must be logged in to post a comment.