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How to move a deal to a contact
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=== Common Use Cases with Examples === Here are some common scenarios where moving a deal to a different contact would be beneficial: * **Change of Responsibility**: If a deal was initially assigned to one sales rep but is now being handled by another, you might need to update the primary contact. * **Changes in Client Organization**: Sometimes, within client organizations, the primary contact may change due to employee turnover. Itβs critical to update the primary contact to ensure continuous communication. * **Multiple Contacts for a Deal**: In cases where multiple individuals have a stake in the deal, switching the primary contact can help in managing which person is currently responsible for decision-making.
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