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How can I track the activity of my contacts?
How can I tell if a contact in my directory is a lead or a client?
How can I tell if a contact in my directory is a lead or a client?

Here's how you can use the client's Activity tab to see if they've been on a project before.

Colin Connor avatar
Written by Colin Connor
Updated over a week ago

Let's say you want to know if a contact in your directory has actually done a project with you before.

Note: this can be done from your directory or from within a project.

First, click the contact's name.

Then, click the Activity Tab.

From here, you can see all upcoming or past projects.
As you can imagine, if a contact has no activity, then their a lead. If a client has activity, then they are/were a client.

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