August 09, 2013

Contactually Programs To Help Automate The Follow Up Process

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.