Viewing Participants Associated with an Order (Providers)

Participants are contacts that you have selected to partake in a particular activity. The Participant List displays the name, email, company, and phone number associated with each participant if available. It also provides hyperlinked access to the portal profile for each contact. Participants are usually contacts for which only a phone number is available and so they will need to be tele-qualified (be called to collect additional information) before they can be contacted by email.

Partners add the list of participants to an order. Providers can view the list. 

For information about managing the participants for an order as a partner, see Working with Participants/Contacts.

1. From Manage Orders, select the activity.
2. Click View Order or click the hyperlinked name of the activity to open it.
3. Click Participants.
4. Click the hyperlinked name of any associated participants to view detailed information about that person's activity, if you have access. You can also convert the contact to a Lead here, by clicking .
5. Click Save.