Every contact has a history that shows when their contact record was created and added to each project

Watch the walkthrough

https://www.loom.com/share/66c92ae7bebf49459a7745bd84adcee3

Steps to access a contact’s history

1. Access the Contact Profile Page of the contact whose history you want to see

   

2. Press the arrow within the History section to expand it

   

3. Scroll down to see the full history of movement for that contact

4. From here you can

   1. Record which referral partner referred a contact to a project

   2. Change the date that a contact was added to a project state

   3. See when a contact was added to a project state and by which user

   4. See when a contact was created

5. Press the arrow again to collapse the History section once you are finished