You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
Home > Contacts > Add a Project to a Contact
Add a Project to a Contact
print icon

Projects may be beneficial when you are managing a prospect, or during the new member onboarding process. To add a project:

  1. Select the desired contact.
  2. Click the   in the Projects section on the contact's General tab.

  3. See Create a New Project for further instructions on creating the project.
0 out of 0 found this helpful

scroll to top icon