Contactually

Contact Organization

  • Overview of Buckets (how-to)

    How to create a Bucket Adding Buckets from the Library FAQs Related articles Organize and prioritiz...

    Jan 24, 2018 01:26PM EST
  • Buckets vs. Tags

    Definition of Buckets and Tags How to create Buckets and Tags Examples by vertical Related articles ...

    Jan 24, 2018 01:19PM EST
  • Adding and removing contacts from Buckets (and the Bucket Game)

    How to bucket contacts There are several ways to add, remove, and change which contacts are assigned to which...

    Jan 24, 2018 01:42PM EST
  • Reorganizing and merging Buckets

    Reorganize your database Perhaps you accidentally created two Buckets for past clients, Former Clients and Pa...

    Jan 24, 2018 01:23PM EST
  • Changing Bucket Follow-Up Reminder rules

    ​What are Buckets, and how do they work? Buckets organize and prioritize your contacts. Contactually sends yo...

    Jan 24, 2018 01:22PM EST
  • Transferring existing Google Groups to Buckets

    How to create Buckets for existing Google Groups 1. Go to your Google contacts. 2. Click More at the top of ...

    Jul 17, 2017 05:18PM EDT
  • Mass assigning and removing Buckets, Tags, and Programs

    How to perform bulk actions Related articles How to perform bulk actions You can use the checkboxes ...

    Nov 15, 2017 02:18PM EST
  • Deleting Buckets

    Deleting a Bucket removes the Bucket from your account. It does not delete the contacts in the Bucket. The con...

    Sep 11, 2017 03:43PM EDT
  • Tagging contacts

    Tags as searchable sub labels When should you use a Tag instead of a Bucket? Think of Buckets as categories ...

    Nov 15, 2017 04:12PM EST
  • Modifying and deleting Tags

    Modifying and deleting Tags Related articles Modifying and deleting Tags You can edit or delete a Tag o...

    Sep 22, 2017 10:45AM EDT
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