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Move a Contact to a project's Declined state

Move a Contact to a project's Declined state

You can move a contact to a project's Declined state.

Watch the quick walkthrough video

https://www.loom.com/share/7e553d976da64d01bead11a582ed7752

Steps

Requirements:

  1. Access the Contact Profile Page of the contact whom you want to move into the Declined state

  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 Declined from the dropdown list

  8. Press the Close button

  9. The contact has now been moved to a different state within the project.

  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 Declined.

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