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Changing secondary to 1st applicant


If you want to change the order of clients within your deal, first step is going to edit deal (pen icon), from deal view.



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Next to every client, you have delete button. Once clicked on recycle bin icon next to 1st client in your deal, secondary client will become first (primary client).



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Then, click on “add another contact” button, and in field first name type first few letters of clients name, and choose it from drop-down menu. (that way you`ll add client you have previously deleted, without creating duplicated contact - if needed check this article on how to safely remove duplicated contact).



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