DiMarAg Hub · Public Help
General product guidance for agencies and clients. These guides are pending workflow validation; read each review notice. Access to account information and actions still requires sign-in and permission.
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Frequently asked questions
FAQ-015How do I add multiple contacts and choose the primary contact?Clients, leads and contacts · Agency and team
Open the client record and select + Add under Contacts. Enter the required name and any details you have, such as job title, phone, and email. Mark the person as the primary contact if they should represent the account, then save. Repeat for each actual person. To change an existing contact, select Edit on their card; the primary contact is labeled Primary in this version.
A person’s primary email and the account’s primary contact are separate settings. Edit a contact to change their details; do not delete them.
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