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How to Tell if a Contact in Your Directory Is a Lead or a Client

Use the Activity tab to check whether a contact has previously been involved in a project with your company.

Colin Connor avatar
Written by Colin Connor
Updated this week

This feature is available on all Goodshuffle Pro Plans.

Want to know whether someone in your Directory is a current or former client—or just a lead? Here’s how to check:


Check Contact Activity

You can do this either from the Directory or directly within a Project.

From the Directory:

  1. Go to the “Directory.”

  2. Click on the contact's name.

  3. Click the “Activity” tab.

How to Interpret the Activity Tab

  • If the contact has no project activity: They’re a lead.

  • If the contact has one or more projects: They’re a client (past or present).


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