/
Bulk assign contacts to a project

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

Related content

Calculate Distance Travelled
Calculate Distance Travelled
Read with this
Assign several contacts to projects from the Manage Contacts page where you can use the filters
Assign several contacts to projects from the Manage Contacts page where you can use the filters
More like this
Add a Flag to a Contact
Add a Flag to a Contact
Read with this
Add a contact to a project or change their project status within a project
Add a contact to a project or change their project status within a project
More like this
Send a unique survey link to a Contact (via Email, Manually or SMS)
Send a unique survey link to a Contact (via Email, Manually or SMS)
Read with this
Add a contact to a project's Enrolled state
Add a contact to a project's Enrolled state
More like this