How to Tell if an Invite Has Been Accepted

How to Tell if an Invite Has Been Accepted

There are two ways to tell if a contact has accepted an invite.

After the Contact accepts their invite, the record is moved from Invited to Active:

1. Click on the Contacts page on the left-hand side of the screen.
2. Click on the Active tab.
3. Use the search bar at the top of the list to search for a specific Contact. 


If you are already in the Contact's record:

1. Click on the Overview page.
2. Refer to the color of the dot next to the contact's name.
  a. Green = Active
  b. Yellow = Invited
  c. Gray = New
  d. Red = Inactive

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