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The Projects tab shows you the journey of each contact through the states of your project, i.e. when they joined the Waiting List, Enrolled list, Alumni and/or Declined list of the project.

You can

  • see the number of contacts who

    • are on the Waiting List of each project

    • are Enrolled in each project

    • are in the Alumni of each project

    • have been Declined by each project

  • see the dates that each contact joined each state of each project on the Movement Projects tab of the Manage Contacts page

  • sort the table by each column to see the contacts who joined each project’s state in date order

Steps

  1. Access the Manage Contacts page

  2. Select the Projects tab (formerly called Movement tab)

  3. You arrive on the Movement Projects tab

  4. It displays

    1. a row for each contact

    2. a group of columns for each project within which there is a column for each state being used on each project

    3. the date that each contact was added to each state of each project

  5. Click the title of a project’s state to sort the table according to the date that each contact joined that project’s particular state, e.g. joined the Waiting List