Understanding Primary & Secondary Contacts

1 min readUpdated Oct 8, 2026AllHow ToSuggest edit

An Opportunity may have multiple contacts. The first is the Primary Contact. This will be the default number and email used to reach out to the customer. the Secondary Contacts are helpful for including relevant parties, often spouses, partners, or business associates.

See also

Editing Contacts in an Opportunity

Adding an Additional Contact to a New Opportunity

Related articles

Other guides in Opportunities

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