Contactually

Once it's installed, what can I do with the Chrome plugin?

Last Updated: Aug 29, 2016 10:26AM EDT
Once you install the Contactually plugin, open your Gmail and click on the Contactually button at the top-right of your screen. There you will see a list of people who you should follow up with that day.





Right from this window, you can
- Bucket contacts.
- Choose to ignore (X icon)
- Snooze the follow up reminder and get back to them at a later time.
 (ZZZs icon)
- Let Contactually know that you've already followed up with someone (arrow icon). Once you click on the arrow icon, you can select if it was via a meeting, call or another method.




The most powerful feature is that as you are writing an email, you can bucket the contacts you're emailing right from your main screen. If that contact is already bucketed, you can change their bucket if the relationship has changed, you want to add them to a bucket linked to a program etc.




In addition to this, you will also be able to add tags. Tags are another way for you to categorize your contacts. Just click on the tag icon and type in applicable tags separated by commas.





Simply send your message, and those contacts and changes you've made are automatically saved to your account. 
 


 
support@contactually.com
http://assets2.desk.com/
contactually
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