Contactually

Programs and Pipelines

  • How to create a program

    How to create a program How to create a step ​Remind me to Follow Up Send Message Custom Task Add t...

    Jan 06, 2017 02:01PM EST
  • How to add contacts to a program

    How to add contacts to a program Via the program's Contacts tab By attaching a bucket when editing or cr...

    Jan 06, 2017 02:22PM EST
  • Mass adding contacts to a program

    How to mass add contacts into a program Directly add contacts to a program Add contacts to a bucket with t...

    Jan 05, 2017 04:13PM EST
  • Removing contacts from programs

    How to remove contacts from programs On the contact record Via the Contacts tab Related articles ...

    Jan 06, 2017 02:22PM EST
  • Can I re-add contacts to a program?

    How to re-add a contact to a program Related articles How to re-add a contact to a program 1. Go to the...

    Jan 06, 2017 11:35AM EST
  • Deleting a program

    How to delete programs Related articles How to delete programs 1. Go to the Programs tab. 2. Click on ...

    Jan 06, 2017 02:23PM EST
  • Overview of the Pipelines page

    You can use Pipelines to keep track of active leads, onboarding progress, or other processes. Adding a p...

    Apr 10, 2017 06:32PM EDT
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