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Transferring Contacts


Make sure you have a site link set up between you and the Disciple.Tools instance you want to send a contact to. See instructions.

For example, a team in Spain receives a contact who is in France. The team in Spain can link their Disciple.Tools site to their partner’s site in France. They will be able to transfer any contacts from the Spain site to the France site and vice versa.

Transferred Contacts Report

This Metrics page, at Metrics > Project > Transferred Contacts, provides a summary on the contacts that have been transferred from your instance to another instance.
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Last Modified: April 9, 2024