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