You can add contacts to several projects and change their status within each project.

What is a project status?

Every project can have four statuses:

• Waiting List

• Enrolled (default)

• Alumni

• Declined

Assign a project status to a contact

There are several ways to add a contact to a project and change the contact’s state i.e. whether they are on the Waiting List, Enrolled, Alumni or Declined (state) of the project:

• While Creating A New Contact

  • Select the project while creating a new Contact Profile

  • Link a project to an external Signup Page so that new referrals (contacts) are automatically created in that project

  • Create a contact while adding guests to an event

• For Existing Contacts

  • Change a contact’s state, e.g. move from a project’s Waiting List to Enrolled, Alumni or Declined

  • Bulk assign contacts to projects

  • Move a contact between projects

  • Use an automation to add a contact to a project

See a contact’s project status

On a contact’s profile page

• The History section displays the changes that have happened to a contact’s project statuses - History section of the Contact Profile Page

  

• The Projects tile lists the projects the contact is part of.

  • Click Move through projects to change a contact’s status within one or more projects

    

On the Status per Contact page

Project Status per Contact: tab of the Manage Contacts page