Solve360 Discussion Forums

Associating a Contact to a Project Tag

Aug 20, 2010 11:32am Sharon@WoS Lyncean 48 posts	First, I am LOVING your product! It is so easy to work with and customize! Well done! Next, the situation: I am a workplace learning and performance consultant. I work with individuals and teams to help them develop their PEOPLE (Personal Excellence - Organizational Performance - Leadership Effectiveness) through assessments, training, consulting and coaching. I have a contact that I want to tag as having interest in a course I am planning to develop. The course isn’t an active project yet, but I have created a project tag for it. I have tagged this contact as “s2 Prospect”, but now realize I can’t put a project tag on her. Or if I can, I don’t know how. Advice? Is there a way to put a project tag on a contact? Or how else can I associate her to a future project so I don’t forget she’s interested once the course is ready? I guess I could “Track a Revenue Opportunity”. Would that be the solution? Thank you for your help! Sharon

Aug 20, 2010 03:37pm Engineering SpecialOps Administrator 3952 posts	Thanks Sharon! Yes, there are different tags for different things and no you can’t put a project tag on a contact. Would it make sense in your case to make a contact tag for this course? Or maybe just go ahead and create a project for the course then link the contact to it using the “Related To” field? Revenue opportunity could work, but it would be difficult to tie it to both the project and the contact.