Introducing people in Contactually


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Introducing people in Contactually

Video Transcript

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

Brandt: So I had mentioned earlier that there are a few ways that we make it easy to stay in touch. From our approach, we're really making it easy to add value to your relationships, okay? So making introductions is probably one of the biggest ways you're going to be able to add value.

So I'm going to go ahead and click on Bunny. I could use a shortcut here to click make introduction. I'm going to go ahead and show you where it's located when you're writing a follow up normally. Then let's say I want to introduce Bunny here to myself. I will go ahead and say that Bunny is a rock star and that I am awesome though I don't mean to boast at all.

When I hit preview, we'll see that we have generated the introduction email for you. Bunny meet Brent. Brent meet Bunny. Here's that information, that little summary that we put for each person is now populated in. This is only our default introduction template. If we want it, we could template out different styles of introductions depending on what introductions we normally make.