The first place to start to tackle the overwhelming feeling you have in Contactually is to go back where it all began… the buckets.
In this post you will learn:
You are going to significantly decrease the number of buckets with follow up reminders. Often times when you’re overwhelmed it’s because you are receiving follow up reminders on your dashboard for people who are not relevant. fewer buckets with follow up times makes for less noise on your dashboard.
- Click on the Buckets tab at the top of your account.
- Choose THREE buckets you want to stay in touch with.
- Click on the names of the buckets you do not want to keep and select Delete in the top right.
These are the people who you think would be seriously interested in working with you.
These are the people in your network who are important to your business. They believe in your business and send referrals your way.
Regardless of what business you are in, keeping in touch with past clients is always a good idea.
Review your settings to make sure you’re getting the follow up reminders you want.