Categorizing contacts in Contactually


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Categorizing contacts in Contactually

Video Transcript

Speakers in this video: Jimmy (GetApp) and Brandt (Contactually)

Brandt: That is a great question. There are a few different ways to manage the contacts in buckets. One way is you can use this page as a visual way to keep up with where your contacts are, very easy to see at a glance. How well you're doing with the reminders you've set based on the colors. The best way though to get contacts in buckets is in fact to play what we call the Bucket Game.

Jimmy: Okay, explain to me the Bucket Game.

Brandt: Yes, I'd be happy to. So this is our way to make organizing, have a quick, easy, little fun maybe. You click start game here and we're going to give you a contact on the screen with a bit of information. Then your buckets are going to laid out here.

To get the contact into the bucket, very simple. You either click on the bucket or you simply tap the letter off the keyboard. So here, Elizabeth is, let's say an influencer. Grey is an influencer as well. I could then say Satyam is a lead, right? And so on and so forth. I can really blow through this around fifty at a time, could take me just a couple of minutes.

Jimmy: Okay.

Brandt: That's going to be one way to organize your contacts. Jimmy, would you like me to continue expalining the different ways?

Jimmy: Yes, for sure.

Brandt: Okay. The other way is we will have a drag and drop option. This is great for those who like to have that visual mechanism. Really, we're going to do the bulk of work in where it's the most efficient. It's going to be here on the contacts tab. You can select one or multiple contacts. You can come down here to edit bucket, and very easily put people in or out of buckets. You'll be able to do the same with other labels, other levels of organization there within the account as well.