Contactually | Pipelines and Reporting

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Pipelines and Reporting

  • Network Health and relationship status colors

    Prioritize the relationships that need your attention most It can be overwhelming to look at your Contacts ta...

    Jul 29, 2017 10:47PM EDT
  • Tracking activity levels

    Measure the way you engage with your relationships As your database grows, so do your means of outreach. C...

    Jul 29, 2017 11:06PM EDT
  • Tracking email engagement rates

    Tracking email effectiveness Emails and phone calls are the bread and butter of almost all business relations...

    Jul 30, 2017 12:17AM EDT
  • Tracking network reach

    Play the volume game It's a rare business person who can meet business goals year after year without increasi...

    Jul 29, 2017 10:47PM EDT
  • Gauging relationship strengths

    Track the impact you're making on your network When you spend countless hours on the phone or behind your com...

    Jul 30, 2017 12:16AM EDT
  • Exporting Insights page data

    How to export your Insights data Included data Related articles Measure your success and progress ove...

    Jul 25, 2017 12:24AM EDT
  • Overview of Pipelines (how-to)

    The simplest way to keep track of business growth Buckets and Programs keep you on task for following up and ...

    Oct 04, 2017 09:35AM EDT
  • dotloop and Contactually

    Efficiently manage sales from start to finish Different stages of the real estate sales cycle sometimes requi...

    May 15, 2018 10:11AM EDT

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