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Manage Your Lead Details

Learn how to manage and store important lead information in Releventful

Erin Pender avatar
Written by Erin Pender
Updated over a week ago

You work hard to get your leads, so it's critical to make sure you keep track of conversations you have with them, agreements made, and follow up in a timely manner. This article will show you all of the valuable tools you have in Releventful to keep track of all this and more.

ℹ️ Note: If you're working on creating a lead, here's our step-by-step guide to show you how to create your lead in Releventful.

Open the Lead Edit Screen

To open the lead edit screen

  1. Click on contacts (button shown above) in the side navigation

  2. Click on Leads in the Filter By section

  3. Click on the lead you would like to edit.

Viewing Lead Insights

Releventful captures important information about your lead activity. You will see this under Lead Insights.

Changing Your Lead's Information

To change your lead's email address, phone number or any other details, click on the edit button (icon shown above).

Converting Your Lead to a Client

Your lead will be converted to a client automatically when the event is set as Booked. You can also convert the lead to a booked client at any time, by

  1. Clicking on the edit button (icon shown above) to edit the lead

  2. Click on Convert to Client in the upper right hand corner of the lead's information

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