Contactually

Programs and Pipelines

  • Overview of Programs (how to)

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

    Jun 28, 2017 09:05AM EDT
  • How to add contacts to a Program

    Streamline your tasks and follow ups How to add contacts to a Program Via the Program's Contacts tab By...

    Jun 21, 2017 07:17AM EDT
  • 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...

    Jun 20, 2017 10:26AM EDT
  • How to create a drip campaign

    How to create a drip campaign Adding contacts to the campaign FAQs Related articles How to create a...

    Jun 20, 2017 12:54PM EDT
  • Removing contacts from Programs

    Automating your outreach and tasks How to remove contacts from Programs On the contact record Via the C...

    Jun 21, 2017 07:32AM EDT
  • 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...

    Jun 20, 2017 10:29AM EDT
  • Deleting a Program

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

    Jun 20, 2017 10:28AM EDT
  • Overview of Pipelines (how to)

    Adding a pre-made Pipeline ​Creating a Pipeline from scratch Adding Deals to a Pipeline How to move a De...

    Jun 28, 2017 09:06AM EDT
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