Project States: Waiting List, Enrolled, Alumni, Declined
States are useful when you work with individual contacts.
How states work
By default every project has an Enrolled state.
Whenever a contact is added to a project, they are added to its Enrolled state.
You can add additional states to a project that reflect your onboarding process for new contacts.
There are four states available: Waiting List, Enrolled, Declined, Alumni
A contact can be in different states of different projects. E.g. they can be in the Waiting List of your Counselling project and in the Enrolled state of your Healthy Living project
You can move contacts between states. Whenever you do, that movement is recorded on the contact’s profile record in the History section of the timeline.
State | How it’s typically used |
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Waiting List | You can create an external referral form that automatically adds contacts to a project’s Waiting List.
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Enrolled | When you start working with a contact, add them to the Enrolled list of that particular project.
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Alumni | Once you have stopped working with a contact on a project, move them to the Alumni state |
Declined | If a contact is ineligible for one of your services, move them to the Declined state of that project |