Sometimes a candidate books a call outside of a project scheduling link, but you still want them (and their call) assigned to a project. No problem! You can retroactively add contacts and calls to any project.
*Please note that contacts can be associated with more than one project.
➕ How to add a CONTACT to a project
Option 1: From the Contact Profile
Open the contact’s profile.
Select the Projects tab.
Create or add contact to an existing project.
Option 2: From Project Settings
Go to the project.
Click Add Contact.
Select an existing contact.
➕ How to add a CALL to a Project
If a call has already been completed with a contact, navigate to the interview you want to add to a project.
From the call details page, click on "Assign to Project."
Choose or create the project.
Click on "Assign" and choose "Assign Contact & Call."
❌ How to remove a contact from a Project
Navigate to the project.
Find the contact you want to remove.
Choose "Remove" from the dropdown list.
