How to change a Partner's main contact?

Roles and responsibilities change over time, and you might want to change the partner’s main contact when this happens. We will show you how you can do this!

Changing the Partner’s main contact

To get started, follow these easy steps:

• Go to the partner’s page
• Click on the Team tab
• Select a new partner team member

  

• Once you have done this, an option to Change Main Contact will appear

Click on this button and the partner’s main contact will be changed. The partner team member’s label will be updated to “main contact”.