Step-by-Step Guide: Changing the Primary Contact for an Opportunity in TheraSaaS

Step 2: Access the Opportunities Section

• On the left sidebar, click on "Opportunities".

• This will take you to your sales pipeline where all your opportunities are displayed.

Step 3: Locate the Opportunity You Want to Edit

• Browse or search for the specific Opportunity.

• Use filters if needed to narrow down the pipeline view.

Step 4: Click on the Opportunity Card

• Once you find the Opportunity, click on the card to open its details.

Step 5: Edit the Opportunity

• Look for the “Edit” button (usually a pencil icon ? or under an "Actions" menu).

• Click Edit to modify the Opportunity settings.

Step 6: Change the Primary Contact

• Find the field labeled “Primary Contact” or “Contact”.

• Click inside this field and:

  • Search for the new contact.

  • Or select the correct contact from the dropdown.

• ⚡ Tip: If the new contact isn’t in your system yet, create it first under the Contacts section.

Step 7: Save the Changes

• Click "Save" to apply the update.

Step 8: Verify the Change

• Double-check that the correct Primary Contact is now showing on the Opportunity.

• Review any linked workflows or tasks that might be affected.

? Common Scenarios Where You’d Change the Primary Contact

✅ 1. Change of Representative

• Your client assigns a new point of contact (e.g., Sarah replaces John as your main person).

• Common in children handing off the Primary contact from one parent to another

✅ 2. Mistaken Contact at First

• The Opportunity was originally created under the wrong contact.

✅ 3. Multiple Contacts Involved

• You started with one contact but the negotiation shifted to another person 

✅ 4. Merging Duplicates

• You noticed you have duplicate contacts and you want to consolidate the Opportunity under the correct profile.

✅ 6. Opportunity Reassignment