Have primary contacts vanished?

[AndyLister]

Hey!

I've used Hubspot in several roles, and recently joined a new company and have implemented Hubspot there. 

I can't seem to set a "Primary Contact" for a company record out of each of the contacts I have associated to them. 

I've googled it and it all seems vague, but I feel it used to just be on a dropdown option on the contact?

Feel like i'm somewhat losing the plot. Please help!

[AaronBoatin]

Good news, HubSpot just announced this is coming! 

https://app.hubspot.com/l/product-updates/?update=13925250

[Jnix284]

@AaronBoatin the link is for an association workflow, is there an update planned specifically for primary contacts? or just leveraging the workflow to create your own?

[Spencercre]

There does seem to be a powerful yet missing component to contact management: How to flag a contact as primary in a given company, so it either pops to the top of the list or is flagged/marked accordingly? For example, I look up a company. In the middle section of that company record, there is the contacts section. Many of my companies have dozens of contacts, but only one or two primary contacts with whom I work most regularly. I'd like those to always show at the top of the list.

Simple need that doesn't exist.

[Jnix284 · Accepted solution]

Hi @AndyLister happy to help - I'm not sure there's ever been an official "primary contact" value for a contact. It sounds like you might've had a custom property dropdown configured previously.

For a contact, you can set a primary company if more than one is associated, but not vice versa.

You can also create Association Labels which essentially allow you to tag contacts - you could create one for Primary or by purchasing role (approver, blocker, decision-maker, etc.)

You could also create a custom property for Primary that you set to yes or no (or configure a dropdown if other choices are needed) which would allow you to isolate these contacts via Filters, Lists, Workflows, etc.

Hope this helps!