To update a contact to be the Primary Contact:
- From the Global Navigation Bar, click the Accounts button.
- On the Accounts screen, select the account which contains the contact.
- Select the Contacts tab.
- Select the contact to be changed, right-click and select Edit -> Edit Relationship.
- On the Edit Relationship screen, expand the Advanced section and in the Relationship Designations section, select Primary for the appropriate designation.
- Click OK.
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