Default Contact Person

If you sell to companies, it is recommended to indicate with whom you should talk the most to close the opportunity successfully. If there is more than one person, choose the one who has the biggest influence on the decision.

If you create a new opportunity card, you have to set a contact person. That person will be the default contact person.

If you want to change it, go to the opportunity card, hover the mouse over that person’s name who you want to set as the default contact person. Click the check mark that appears and the selected person becomes the default contact person.