You do not need to learn every menu before working. Use the Dashboard for today’s work, the Sales Pipeline for inquiries, and an event’s side panel for planning, communication, and billing.
In Releventful
Open Dashboard. Review Messages, To-Dos, and Upcoming events; click an item to open the work behind it.
Click Pipeline in the top bar and click a lead card. Use Overview and Activity to understand the inquiry, then Tasks, Notes, and Files for supporting work.
At the top of that lead panel, click View Portal, Edit Lead, Edit Event, or Edit Invoice for the next task. Open Quick Actions for sales email, sales information, records, documents, and appointments.
Use the search bar to find an existing event. Open its side panel and choose a Quick Action such as Send Email, Collect Payment, New Proposal / Invoice, Add Task, Schedule Staff, or Open Portal.
In the event side panel, choose an Event Section such as Financials, Scheduling, Timeline, Messages, Contacts, To-Dos, Documents, or Notes for ongoing work.