Setting a preferred contact
Setting a preferred contact
Click a subbie's company from your list.
In the slideout that appears from the right, look at the Contacts table at the bottom. Then you have two options:
Option 1: Add a new preferred contact to a company
Click the [+ Add Contact] button.
In the Popup, just tick Set this person as a preferred contact before you click [Add Contact] at the bottom.
Option 2: Set (or unset) an existing person as a preferred contact
Still in the subbie's company slideout, click the three dots menu icon for a person in the Contacts table.
Choose Set preferred contact from the menu that appears.
If you change your mind later, this menu option becomes Unset preferred contact.