How to Tell if a Contact is Invited: Activation Status

There are two ways to tell if a contact is Invited:

1. Click on the Contacts page on the left side of the screen.

2. Note the tabs at the top of the page.

New - Invitation has not been sent.

Invited - Contact has been invited but is not Active.

Active - Contact has been invited and has accepted (they are using Liscio) .

Expired - Contact's invite has expired and must be resent.

1. Navigate to a Contact's record.

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