Using Lead Records
Lead records are a way for you to record any important phone conversations, text messages, emails, or any other important details that you don't want to forget.
To create a lead record:
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
Then click on Records at the top of the Lead Edit screen
Click on Add Record
Choose the kind of record you're creating and fill out all of the details
Click Save to save your record
Create a To-Do Reminder for Yourself
If you have something important coming up with the lead like a phone call, meeting or simply need to be reminded to do something, you can create a To-Do reminder for yourself in Releventful.
ℹ️ Note: this reminder is for you, not for the client.
To create a To-Do reminder for yourself
Click on Records
Click on Add Record
Choose To-Do as the kind of record you're creating
Fill out the title, description, when it is due by and when you want the email reminder to be sent
Click Save to save your To-Do and we'll remind you!
Reassign a To-Do
If you need to reassign a To-Do to another member of your team
Edit the record
Select the team member in the Assigned To dropdown in the upper left corner.
Click Save to save your changes