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
Click on contacts (button shown above) in the side navigation
Click on Leads in the Filter By section
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
Clicking on the edit button (icon shown above) to edit the lead
Click on Convert to Client in the upper right hand corner of the lead's information