CalUsource offers the ability to change a supplier's primary respondent on an event to another contact under the same supplier profile.
You can learn how to add a new primary respondent by reviewing our Adding a New Primary Respondent How-To Article.
Changing a Primary Respondent
Scroll to the Suppliers section.
Click on the name displayed under the Primary Respondent column for the supplier that needs a primary respondent change.
Select the User's Role field for the contact that has the Primary Responder role assigned.
Select another role for the contact (only one contact can have a Primary Responder role at a time).
Apply the Primary Responder role to the contact whom you wish to have the role assigned to.
Select Done when finished.
The Primary Respondent will now be updated.
- You can only add one Primary Respondent at a time.
- A Primary Respondent is also called a Primary Responder in CalUsource.
- Only a Primary Respondent can submit a bid.