Create a lead when someone first asks about your services. The lead keeps contact details and sales activity together; create an event when you need event-specific planning, a proposal, invoice, or portal.
Before you start
Check that the person is not already in Releventful and have their name, email, service interest, and event date if known.
In Releventful
Click Dashboard in the main navigation, then New Lead in the top bar. This opens the lead editor.
Enter the name and email. Click Show All Fields to record the event type, source, business brand, owner, and other facts you know; leave unknown details blank rather than guessing.
Click Save. Click Pipeline in the top bar, find the lead, and click its card.
Read Overview to confirm the contact details and Activity to check for an existing message or campaign. If someone needs to follow up, open Tasks > Add Task, enter the work and due date, then save the task.
If the inquiry needs a proposal, invoice, or client portal, click Edit Lead on the card, then click Add Event in the lead editor. Enter the event details and click Save.