Contactually is now part of Compass.

Together, we will empower Compass agents to build stronger relationships and deliver the best experience to their clients. Learn more here.

August 09, 2013

Contactually Programs To Help Automate The Follow Up Process

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With the new programs feature you'll be able to set up a series of actions to happen with a particular contact (or a group of contacts) over a period of time. This is building on top of our normal follow up system by adding automation to the mix. So if you want to systematically build relationships with a segment of your network, programs are perfect.

 

Check out this video to see how to get started with programs.