Setting Up a Team

When people feel like they know you, they're more likely to recommend you to others.

Learn how to set up your account to share contacts and data amongst your team.

Contactually has powerful features for managing a team. You belong here if:

  • you are an admin and are setting up a team in Contactually
  • you want to know the different ways to structure Contactually for a team
  • sharing contact information across your team is something that is important to you

The Basics

Things to know as a team admin in Contactually.

Team Set Up

Create a team

Team Structure

What kinds?

Assigning Contacts

How to?

Tying It All Together

Once you've mastered the basics, build out a complete referral generation strategy.

Team Insights

Tour it

Team Engagement


FAQs for Teams

Read 'em

Using Pipelines

Share 'em

Real Life Examples

Tony Albanese

tony albanese

Bright Realty – Dallas, TX

Bright Realty is a full service commercial real estate firm. They develop, lease, manage, and represent users of office, retail, and industrial space. They also handle investment property acquisitions and dispositions for our clients. In addition, Bright Realty’s parent company develops single family and multifamily properties, and owns a bank and an oil & gas company. They try to cover all aspects of the real estate ecosystem, from minerals to homes to shopping centers.

At Bright, Tony is personally responsible for the commercial brokerage division. He manages all of their brokers and help them be as productive as they can be for Bright Realty’s clients. For Tony and Bright Realty, it’s critical that they exceed their clients’ expectations when it comes to communication. His current and potential clients cite communication as their primary concern when selecting a real estate broker.

Read the full case study.