It is the process of designating one individual as the main point of contact for a record or account, ensuring all communications are directed to them.
It helps streamline communication, prevents missed updates, and clarifies responsibility within organizations or households.
Keela allows users to easily assign or update primary contacts for each record, ensuring the right person always receives key communications.
Yes, primary contacts can be updated in Keela whenever there is a change in responsibility or contact details.
Assigning a primary contact is best practice to ensure accountability and effective communication, especially when multiple people are associated with a record.