Your ProteusEngage contacts can have one of three statuses to help with contact management and organization. They are:
Pending: Status of contacts after loading from a CRM*
Active: Contacts that you would like to have access to the workspace (these contacts will still need to be invited to access the workspace)
Inactive: Contacts that do not need access to the workspace at this time because they are no longer with the organization, deal, or other reason.
If your ProteusEngage Platform is integrated to a CRM, and you create a workspace directly from your CRM, contacts will come over as Pending. (*This is the standard, but it can be customized for your entire platform. Contact your Client Success Manager to discuss.)
A contact set to Pending means they are in a holding pattern. They will appear on your workspace detail and analytics page, but will not be invited to the workspace or receive emails while in the Pending status. You should review your pending contacts and decide if they should be moved to either active or inactive. Active means you intend for them to have access to the workspace; inactive means you do not need them to have access to the workspace. Keep in mind, if you mark a contact inactive, it's only marked as such in ProteusEngage and does not impact your CRM. In addition, you can always change a contact status and move from Pending/Active/Inactive at any point in time. (See FAQ below.)
Changing from Pending to Active or Inactive
You have two methods available to make this change: Bulk or Individually.
Option 1: Bulk actions
Great for initial use as it's quick and efficient and many can be done at once.
- When you're on a workspace detail and analytics page, on the contact card you will notice a square box just to the left of each contact's name. Select all the contacts you want to change to a specific status. Example: Choose everyone who you want to set to Active.
- When you've selected all of the contacts you need, scroll to the bottom of the list of contacts and in the drop-down labeled Bulk Actions select "Set status to Active".
- Repeat steps 1 and 2 for other contacts who you don't want/need to set the status on.
Option #2: Individual action
Great for changing one contact at a time.
- When viewing the workspace detail and analytics page, on the upper right corner of the contact card you will notice three horizontal lines, also known as a hamburger menu. Click the lines and select either "Set Status to Active" to set the contact to Active and allowing access to the workspace -or- "Set Status to Inactive" to set the contact to Inactive.
I previously marked a contact as Inactive. Now I need to give them access again. How do I get them back/set as Active?
From the workspace detail and analytics page, scroll to the bottom of the contacts area and find the "View" button to expand the Inactive Contacts list. Then simply select the box to the left of each contact you would like to make active.
You will be asked to confirm your choice and need to click "Set Status" to confirm.
Have more questions? Please feel free to email firstname.lastname@example.org with any questions or concerns. We're here to help!