Contact Management Cheatsheet

Brivity makes finding the right contacts easy!

There are 4 main ways of segmenting contacts in Brivity. You can segment contacts by putting them in the Leads Index vs the People Index, use their Intention as a segment, add a custom Tag to the record, and you can use Statuses.

Here's a cheatsheet your team can use to keep a reminder of contact management segments. Feel free to DOWNLOAD THE PDF HERE and print it! 

 

Clean Sheet

↓ ↓ Printable PDF is just below ↓ ↓