Change a visitor's status

Change a visitor’s status after each follow-up step, so everyone can see what was done.

Who can do this: Your role needs Edit access to Visitor Tracker. If you do not see Visitors under Church Membership, email us for help.

1. On a computer, click Church Membership in the menu, then Visitors. On a phone, tap More, then Church Membership, then Visitors.
2. On the right of the visitor’s row, click the pencil icon.
3. Click Status, then click New, Followed Up, Mailed Card or Converted.
4. If you chose Converted, choose the date in Date Converted.
5. Click Update Visitor.

The new status shows as a colored tag in the list.

Good to know

• Status and Date Converted are two separate fields. When you choose Converted, the date does not fill in by itself. Set it yourself.
• A new visitor starts with the status New.

Still stuck?

Email info@project-go.com. Tell us your church name and what you tried.