Page Comparison

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1. Navigate to the Account you want to create a Primary Contact for

2. Once on the Account record scroll down to Contact RolesRelated Contacts

3. Click on New by Contact Roles

4. Select a Contact linked to that Account and enter a Role

   1. If there is a Primary Contact, you will be able to see which Contact has been set as Primary Contact

   2. You can change the Primary Contact by clicking on Edit on the desired Contact and checking the “Primary” checkbox

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