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How To Add Multiple Contacts To A Project



Some jobs involve more than one person — a husband and wife, a property manager and an owner, a general contractor and a homeowner. Exterio lets you attach multiple contacts to a project and designate which one is primary.

When you'd use it

  • A spouse needs to be reachable on the job as well
  • A property manager is the day-to-day contact but the owner signs
  • The wrong person was set as primary when the project was created

Before you start

A project always has to have at least one contact. You can add and swap contacts, but you can't leave a project with none.

Adding a contact to a project

  1. Navigate to the project page.
  2. Click the three dots in the top right corner and click Edit.
  3. Scroll to the bottom to see the current project contacts.
  4. Search for the contact in your CRM and click to add them to the project.
  5. Click Save.

Changing the primary contact

While in the same edit view, click the star icon next to the contact you want as primary. Save.

The primary contact updates on the project.

Where additional contacts appear

After saving, the project header shows the primary contact by name, with a +1 icon (or +2, +3, depending on how many additional contacts there are). Click it to access those contacts' information.

Tips and gotchas

  • The contact has to exist before you can add them. This step searches your existing CRM — it doesn't create new contacts. If the person isn't in your database yet, create them first. See How to Create a Contact.

  • Primary contact drives your communication. Automated messages and the default outreach path follow the primary contact. If the property manager is who you actually deal with day to day, make them primary — don't just add them and assume the team will figure it out.

  • Adding a contact is not the same as making them primary. Two separate actions. Adding puts them on the project; the star makes them primary. If you meant to swap who's in charge, make sure you clicked the star.

  • Consent is per contact. Adding someone to a project doesn't give you permission to text them. Each contact carries their own SMS and email consent. See How to Edit a Contact.

  • Add the second contact early. The most common version of this ticket is a spouse calling in annoyed that they weren't kept in the loop. Adding them at the start costs ten seconds.