Projects are a way to sort or filter your contacts in SourceWhale. For example if you have a specific talent pool of people e.g: a specific job opening you have on currently. You can then use Tags to categorise your pool even further.

  1. Creating a project

  2. Adding contacts to a project

Creating a project

You can create these on the SourceWhale main page, and they are located below the 'To Do' option on the left-hand side.

A good example of using Projects is to make a Project for each role, e.g. "Developer".

Adding Contacts to a Project

You can add contacts to a Project within SourceWhale by using the tick-box to select the contact(s), and then choosing Actions, and selecting Add to Project.

You can also add contacts to a Project via the SourceWhale chrome extension. You can find the Projects and Tags drop-down menus in the chrome extension by using the grey arrow next to the campaign drop-down menu.

You can also add contacts to a Project via the spreadsheet upload function. When you upload a spreadsheet, you can find the Project section by using the grey drop-down arrow next to the campaign selector.

Projects have been designed in order to make it easier for you to organise contacts and campaigns - ultimately saving you more time.

Stuck or need some help? Click on the chat icon at the bottom right hand corner to connect with our support team! 💬

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