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Add a contact to a project's Waiting List

Add a contact to a project's Waiting List

You can add a contact to a project’s Waiting List.

Steps

  1. Access the Contact Profile Page of the contact whom you want to add to a project’s Waiting List

  2. Select the Move between projects button on the Contact’s profile page

  3. A popup appears

  4. The popup lists the projects that exist within the organisation and it will likely say “Enrolled” in the dropdown list that appears next to the project(s) that the contact is already part of

  5. Click the current state, e.g. Enrolled and you will see a dropdown list appear

  6. Select the state you want to move the contact to from the dropdown list next to that project

  7. Select Waiting List from the dropdown list

  8. Press the Close button

  9. The contact has now been moved to the project’s Waiting List

  10. The History section of the Contact Profile Page will update automatically

  11. Click the black down facing arrow to expand the History section

  12. You will see a news bulletin announcing that the contact has been successfully moved to the project’s Waiting List.

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