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!

[SVater]

I am stunned by the inability to quickly see primary contact(s) (along with their email/phone) when looking at a Company page. Isn't this one of the most basic functions of a CRM tool or is there a better way to use HubSpot?

I'm coming from Salesforce and the way I've always worked is to open up the Company/Opportunity Page I'm working on which clearly shows the task I've set along with the contact info associated with that action item. 

In HubSpot when I open a company page I can see my task but the task doesn't show the phone or email of the associated contact. The company's associated contacts on the right don't always show the primary contact that I'm trying to reach. In SalesForce, I'd simply hover my cursor over the linked contact name and it'd give me their email and phone so I could complete my task and move on to the next. Very frustrated at having to navigate to multiple pages to try and complete my task and I just feel like there has got to be something I'm missing or doing incorrectly

[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!