Change Primary Contact in a Lead


 

 

This article will run through how to change the primary contact in a lead.

In IRE BDM you can change the Primary Contact on a lead by clicking on the relevant lead from your Summary Screen.  

1. Navigate to IRE BDM > Leads > Leads. 

A screenshot of a computer

Description automatically generated 

 

2. Click on the contact’s name.

A screenshot of a computer

Description automatically generated  

 

3. Once in the lead you can navigate to the 2nd Contact, and then tick the box to make it the Primary Contact.

A screenshot of a computer

Description automatically generated 

 4. Click Save.