The Dashboard serves as the central hub in Contactually, prompting you about relationships most in need of your attention. There are several types of prompts available, including Follow-Up Reminders, Tasks, and more.
The Dashboard also includes items that may need to be addressed, such as new contacts in need of bucketing, contacts in need of merging, and next steps to take in your account.
Finally, the Dashboard sums up your Contactually usage into a letter grade to show at a glance how well you're keeping up with your relationships.
We recommend visiting the Dashboard frequently to keep up on your relationships and avoid getting overwhelmed. You may want to schedule time into your day or week specifically for this activity.
- Types of Dashboard prompts
- Duplicate Contacts alerts
- Network Health (letter grade)
- Adding Tasks and contacts
- Recently Added contacts
- Getting Started checklist
Types of Dashboard Prompts
There are several types of prompts, or action items, that appear on the main panel of the Dashboard.
Follow-Ups: Reminders generated by Buckets, Program steps, or Pipeline stages. To follow up (or note that you already did), hover over the Follow Up button. To snooze or defer action, hover over the Options button.
Tasks: To-dos you've set for contacts for particular dates or prompts generated by Program steps to follow up in a specific way. To mark a Task as complete (or to log an Interaction and mark as complete), hover over the Done button. To snooze or defer action, hover over the Options button.
Recurring events: Birthdays, anniversaries, and other recurring events you've set; to mark a recurring event as complete (or to log an Interaction and mark as complete), hover over the Done button. Recurring events cannot be snoozed, but they can be deleted by hovering over the Options button.
Scheduled emails awaiting approval: Emails scheduled via Programs that require reviewing and approval before sending. To review and send a scheduled email, click Preview & Send, make any changes, and then click Send. To snooze or defer action, hover over the Options button.
Important and time-sensitive notifications are indicated by a number at the top right of the Dashboard where the bell icon is. These include Email Open Notifications, contact assignment, contact imports, and alerts that the system is down or your email is no longer syncing.
If you've connected your calendar to Contactually, each day's calendar events will show at the top of the Dashboard. You can also hide your calendar events from the Dashboard by adjusting the calendar settings for Contactually.
Duplicate Contacts alerts
Suggested contacts to merge are viewable by clicking the "View suggested merges" link on the right hand side of the Dashboard. Contactually suggests merging contacts when contact information appears to be the same.
The Duplicate Contacts alert can be minimized by clicking on the header to close it.
Your Network Health allows you to see how well you’re staying in touch with the people who matter most, by measuring how well you're doing against your Bucket Follow-Up Reminder intervals. You can click on the green, yellow, or red area to view your strong, fading, or weak relationships, respectively. The more fading and weak relationships you convert to strong relationships, the better your grade will be.
Network Health can be minimized by clicking on the header.
Adding Tasks and contacts
You can add a new Task or contact by clicking the "+ Task" or "+ Contact" button at the top of the Dashboard.
Recently Added contacts
On the right side of the Dashboard is a list of your most recently emailed contacts who aren't yet in Buckets. You can add them to Buckets, skip Bucketing them, or archive them directly from the Dashboard.
Recently Added contacts can be minimized by clicking on the header.
Getting Started checklist
If you are newer to Contactually, you will also see a checklist advising you of next steps for setting up your account. Once all steps are complete, the checklist will go away.
The Getting Started checklist can be minimized by clicking on the header.