Contactually.com

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Contact Contactually

Support. Phone: (888) 856-7578 Email: [email protected] Company Our Mission Careers Contact Us Ambassadors Brand About Compass. Press Press Releases In the News Resources

https://www.contactually.com/company/contact-us 

Real Estate CRM for Brokers and Agents - Contactually

Contactually empowers you to extract the most value from your relationships, by helping to do the work for you. Bucket contacts by how you work (new leads, current clients, sphere of influence, etc.) Prioritize the day’s efforts with a daily dashboard. Take advantage of growing AI features to optimize agent workflow.

https://www.contactually.com/ 

How Contactually CRM and Contact Management Works

Sync Your Email, Phone, and Communication History. With one click, connect your email accounts and Contactually will automatically sync your contacts and communication history. Simply import a spreadsheet and more to ensure your entire network is in one place. Easily share contacts with colleagues.

https://www.contactually.com/how-it-works 

Sending an email – Contactually Support

There are four ways to send an email in Contactually: Via the contact sidebar. Click the contact's name on the Dashboard or Contacts tab to open the contact sidebar. Click the email icon at the top, or hover and click to select an email address (if they have more than one). The email message composer will load, and the sidebar will remain open ...

https://support.contactually.com/hc/en-us/articles/360007121671-Sending-an-email- 

Contactually Support

Set up Contactually to sync with your email, contacts, and calendar. Contact Management Learn how to organize and prioritize contacts, and keep them up-to-date. Dashboard and Reminders Use Contactually to identify the relationships most in need of your attention

https://support.contactually.com/hc/en-us 

Email Template Generator - Contactually

Looking for an email template? You're not alone — dive into our Email Template Generator for follow-ups, introductions, content sharing, and more to send the best emails!

https://templates.contactually.com/ 

Connecting an IMAP email – Contactually Support

Contactually does not support POP email connections. How to connect an IMAP email to Contactually. Go to Settings and then Email Accounts on the left hand side. Under "Connect Your Email Account", click IMAP. At this point you will be redirected to a form on nylas.com to enter your email address.

https://support.contactually.com/hc/en-us/articles/360006842192-Connecting-an-IMAP-email 

Importing contact information from ... - Contactually Support

Valuable contact data can be found in many different places and it makes sense to centralize in one system of record—Contactually. While you can sync contacts from your email account, in many cases, there is no direct connection between your contact information and Contactually.When this happens, the best approach is to export from one system and import into Contactually.

https://support.contactually.com/hc/en-us/articles/360012698331-Importing-contact-information-from-other-sources