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  1. Contactually Support
  2. Contact Management

Contact Management

Learn how to organize and prioritize contacts, and keep them up-to-date

  • Adding contacts to Contactually
  • Importing a spreadsheet of contacts
  • Services that append data to your contacts
  • Editing contacts
  • Adding custom fields
  • Linking social media to contacts' profiles
  • Archiving contacts
  • Deleting contacts
  • Accessing the full contact profile for a contact
  • Using the Contacts page to search, filter, and more
  • Overview of Buckets (how-to)
  • Adding and removing contacts from Buckets (and the Bucket Game)
  • Mass assigning and removing Buckets, Tags, and Programs
  • Reorganizing and merging Buckets
  • Deleting Buckets
  • Tagging contacts
  • Modifying and deleting Tags
  • Buckets vs. Tags
  • Merging duplicate contacts
  • Separating merged contacts
  • Logging Interactions, like phone calls and meetings
  • Adding Notes to contacts
  • Attaching files to contacts' profiles
  • Exporting contacts from Contactually
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