FREE 30 DAY TRIAL

Try InfoFlo for free!
The trial is fully functional and offers feature of the product for you to try.
Get your free trial of InfoFlo here.

Contact Info
148 Sheppard Ave West
Toronto, Ontario M2N 1M8
sales@infoflosolutions.com
US: +1 (646) 465-7676
Toll Free: +1 (855) 463-6356
Follow Us
InfoFlo CRM Knowledge Base

Search Knowledge Base by Keyword

How to add a contact to a Project?

You are here:
< Back

Option #1

  1. Right click a Contact, click 'Add to Project...'
  2. Choose 'Create new Project' or 'Add to existing Project'
  3. Click 'Ok' to Add to Project.

Option #2

  1. Right click a Contact, click 'Copy Contact'.
  2. Right click a Project, click “Paste : 'Contact'
  3. Click 'Yes' to confirm the relation.

Option #3

  1. Right click a Project, click 'Copy Project'.
  2. Right click a Contact, click "Paste : 'Project'"
  3. Click 'Yes' to confirm the relation.
  4. You can view the Contact to Project relations via the dual panel view by selecting Relations -> Projects (from the contact view) and Relations -> Contacts (from the Projects view).