Contactually | Teams

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  • Overview of Contactually for teams (how-to)

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

    Apr 30, 2018 04:12PM 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...

    Oct 17, 2017 04:11PM 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

    Close more business by optimizing how you work with your team As a team lead, you spend countless dollars t...

    Dec 20, 2017 03:25PM EST
  • Assigning contacts to team members

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

    Nov 03, 2017 02:25PM EDT
  • Adding content to and from the Team Library

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

    Oct 17, 2017 04:10PM 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...

    Oct 17, 2017 04:10PM EDT
  • Deactivating team members

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

    Oct 17, 2017 04:10PM EDT
  • Team payment

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

    Oct 17, 2017 04:10PM EDT
  • Team-wide permissions

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

    Nov 15, 2017 01:46PM EST

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