Contactually

Teams

  • Overview of Contactually for teams (how-to)

    Share your database for streamlined communication Use Contactually's team features to share content and apply...

    Sep 18, 2017 05:12PM EDT
  • Adding team members to your Contactually team

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

    Aug 03, 2017 10:22AM EDT
  • Team contact sharing

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

    Sep 11, 2017 12:50PM EDT
  • Lead Routing

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    Jul 30, 2017 12:21AM EDT
  • Assigning contacts to team members

    Organize follow-up responsibilities One of the most directly useful ways to use Contactually as a team — even...

    Jul 30, 2017 12:20AM EDT
  • Copying content to the Team Library

    Implement best practices across your team Your Team Library allows you to share content and work flows with y...

    Jul 29, 2017 08:51PM 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...

    Jul 29, 2017 08:52PM EDT
  • Deactivating team members

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

    Jul 29, 2017 08:52PM EDT
  • Team payment

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

    Jul 29, 2017 05:03PM EDT
  • Team-wide permissions

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

    Sep 18, 2017 05:16PM EDT
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