Start with one realistic client journey. You will check the business details, give your team access, create a sample lead and event, and see what a client would receive before you use Releventful with a real inquiry.
Before you start
Sign in as the account owner. Have your business contact details, the services you sell, and the names of team members who will use the account.
In Releventful
Click Settings > Business Brands. Open your primary brand, enter the business name, address, email, and phone number clients should see, then click Save.
Click Settings > Business Setup > Time Zone / Locale. Check Current Time Zone. Choose a time zone if it is wrong; this choice saves when selected. Set the date format your team expects.
Click Settings > Employees > Manage Employees > Create Employee. Enter each person’s name and email and click Create. Open that person in Your team, choose Employee details > Business access, select the brand they need, and click Save details.
Click Automations & Operations > Manage Portal Templates. Choose an event type, open its workflow draft, and use Rae to prepare one useful client step. Save the draft and try the client portal before publishing.
Click Dashboard in the main navigation, then New Lead in the top bar. Enter a sample name and email and click Save. Click Pipeline in the top bar and open the lead card. If you need an event, click Edit Lead > Add Event, enter its details, and click Save. Check the card’s event, invoice, and portal shortcuts.