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  1. Contactually Support
  2. Teams and Lead Routing

Teams and Lead Routing

Set up Contactually for your team and learn how to capture and route leads

  • Overview of Contactually for teams (how-to)
  • Setting up your team to reflect your team structure
  • Deactivating team members
  • Team contact sharing
  • Assigning contacts to team members
  • Lead Routing
  • Adding content to and from the Team Library
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