Bulk assign contacts to a project

The Assign Contacts to Projects page lets you assign multiple contacts to multiple projects at once.

Watch the walkthrough

Explanation video: https://www.loom.com/share/33438b69d6bd46a2995c6312d5cdb024

Steps

  1. Go to the Contacts page

  2. Select the More Options button

  3. A dropdown menu appears

  4. Select Assign contacts to projects

  5. You arrive on the Bulk Assign page (this page may take a while to load when there are many contacts)

  6. There is a column for each project and a row for each contact.

  7. Use the dropdown list to add/remove contacts to/from projects (to add a contact to a project, select Enrolled from the dropdown list)

  8. Press Save

  9. The assignments are done and you arrive back on the Contacts page