Project Status per Contact: tab of the Manage Contacts page

The Project Status per Contact tab shows you the journey of each contact through the states of your project, i.e. when they joined the Waiting List, Enrolled list, Alumni and/or Declined list of the project.

You can

  • see the number of contacts who are currently

    • on the Waiting List of each project

    • Enrolled in each project

    • in the Alumni of each project

    • in the Declined list of each project

  • see the dates that each contact joined each state of each project on the Projects tab of the Manage Contacts page

  • sort the table by each column to see the contacts who joined each project’s state in date order

Steps

  1. Access the Manage Contacts page

  2. Select the Projects tab (formerly called Movement)

  3. You arrive on the Projects tab

  4. It displays

    1. a row for each contact

    2. a group of columns for each project within which there is a column for each state being used on each project

    3. the date that each contact was added to each state of each project

  5. Click the title of a project’s state to sort the table according to the date that each contact joined that project’s particular state, e.g. joined the Waiting List