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See which projects and project states a contact is in
See which projects and project states a contact is in
- Matt Kepple
Owned by Matt Kepple
Aug 10, 2023
1 min read
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There are several ways to see which projects and project states a contact is in
1. Go to the Projects box on their contact profile page
How to get there
Go to the contact’s profile page
Scroll down until you see the project’s box on the left side
Watch the walkthrough video
2. Go to Manage Contacts and open the Projects tab
How to get there and how it works
Project Status per Contact: tab of the Manage Contacts page
3. Use the Contacts Filter
How to do it
Filter contacts by States (Lists) per Project
4. Go to the Project page and use the Contacts widget
How to get there
Watch the walkthrough video
, multiple selections available,
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