04-05-2019 02:07 PM
When I create an opportunity for a contact - they show as the contact in list view - I consider them the "Primary" contact for the opportunity.
1. If I add a vendor, or other associated contact to the opportunity, they can now (not always) show up in list view instead of the original "Primary" contact.
- Is there a way to designate primary contact?
- Do I need to add associated opportunity contacts to a group that is based on the opportunity? (seems like a lot of extra work)
Any ideas, or am I missing something?
Act Premium Desktop - v21.0 Update 7
04-05-2019 02:39 PM