Setting a primary representative

Each business can have one primary representative — the default contact for that business. The primary is who appears on invoices, receives the main correspondence, and is shown in business listings. Setting a primary keeps communication consistent.

• Add the representative to the business first.

• Confirm with the team which person should be primary.

• Open the business under Sales > Members > Businesses.

1. Open the business detail page.

2. Find the representative you want to designate as primary.

3. Click the Set as primary button on their row.

4. Confirm the change. The previous primary (if any) becomes a regular representative.

5. Verify the primary badge now appears next to the right person.

• Use the most engaged or senior contact as primary so important messages land with the right person.

• Update the primary promptly when a contact changes companies or roles.

• Document why the primary was chosen so future staff understand the decision.

• Communicate the change to both old and new primary representatives.

Can a business have no primary representative?
Yes, but it's not recommended. Communications need a default destination.

Does removing a primary representative break orders?
No. Existing orders stay intact; only future correspondence shifts to the new primary.

• Adding business representatives

• Creating a business record