A responsible contact can be added to show a client’s primary connection, e.g. their sales agent or account manager.
Internally, it could be used to indicate a line manager.

 

  1. In the navigation sidebar, go to Contacts > All Contacts
  2. Scroll, search, or filter to find the contact you want to update
  3. Click the three-dot settings menu to the right of their username
  4. Select Update Responsible Contact 
  5. Click the Select Responsible Contact field to search and filter through available contacts

     Optional: 

  • add additional assigned clients in the Contacts field

     6. Click Submit to finish