Contact Status and Qualification Indicators

The icons in the Contact lookups act as visual indicators for the type or qualification status of the contact record.

Refer to these status and qualification indicators when selecting a contact record.

Icon	Type	Usage
	Active	The contact is currently active.
	Inactive	The contact is dormant or not active. Because you can only select active contacts: If you attempt to select an inactive or dormant contact record, a Warning message displays with an option to make the contact active (if you have access rights). Select Make Active to activate the contact before proceeding. If you attempt to associate a project record to a contact with a Status of Inactive or Dormant, the Inactive Contact dialog box displays. Use this dialog box to change the status to Active before proceeding. Note that any links that were created for the contact prior to the inactivation or termination remain.
	Lead	If your firm uses CRM Plus and enables the Lead Qualification Process in Settings, the Lead icon displays to indicate that the contact is a new lead for your firm. New leads do not have any associated firm or project records. If you select a lead from a lookup, you are prompted to qualify the lead to make it a contact. Click Yes to open the Lead Qualification dialog box and qualify the contact before associating it to the project record on the Associations tab.