Contactually

Team

  • Getting started with Contactually for teams

    Share your database for streamlined communication How to set up a team How to share contacts How do I se...

    Mar 24, 2017 11:35AM EDT
  • Team payment

    Types of team members FAQs Related articles Types of team members By default, the team payer is the ...

    Dec 14, 2016 07:34PM EST
  • How do I add team members to my Contactually team?

    Connecting existing Contactually users to your team Adding team members who don't yet have Contactually acco...

    Jan 10, 2017 01:59PM EST
  • Team-wide permissions

    How to set team-wide settings ​Exporting contacts Sharing contacts Deleting contacts FAQs Relat...

    Jan 24, 2017 11:40AM EST
  • How do I share contacts with my team?

    How to share contacts with team members Share all contacts Share only some contacts Mass add contacts ...

    Jan 24, 2017 11:43AM EST
  • How do I assign contacts to a team member?

    Organize follow-up responsibilities How to assign a contact Assigning from the contact record Assigning...

    Dec 14, 2016 05:50PM EST
  • How do I copy content to my team library?

    Implement best practices across your team How to add content to your team library How do I push content to...

    Apr 20, 2017 11:47AM EDT
  • Lead Routing

    p.p1 {margin: 0.0px 0.0px 0.0px 0.0px; font: 12.0px 'Helvetica Neue'; color: #454545} p.p2 {margin: 0.0px 0.0p...

    Mar 16, 2017 04:15PM EDT
  • Modifying and deleting team content

    How to modify shared content How to delete shared content How to change what content is preset in new team...

    Apr 20, 2017 11:44AM EDT
  • Deactivating team members

    How to deactivate a team member How does deactivating a team members affect the team's database? ​Contact...

    Dec 13, 2016 05:42PM EST
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