Releventful

Erin Pender

Sara

Naomi Sherman

Configure your account details, business brands and calendar settings.

Releventful Overview & Account Settings

Our step-by-step approach to getting your Releventful account set up

Releventful's Getting Started List

Add information about your business that will appear on documents.

Set Up Your Business Brand

Your time zone is used to set up all of the dates + times that display and to ensure that all scheduled emails are sent at the right time.

Set Up Your Time Zone and Date Preferences

Work with Releventful to import your data from a prior CRM

Import Existing Data into Your Releventful Account

Change your personal notification settings to customize what you receive

Communication Preferences: Notifications

Set an out of office reply to notify users when you are away.

Turning on Out of Office Replies

Initial Set Up

Learn how to use the Dashboard to aid in daily workflows

Understanding Your Releventful Dashboard

Learn how to change your views and use additional features within the business calendar

Customizing the Calendar View

Learn how to schedule a meeting directly from your Releventful calendar

Creating a Meeting Invite From Your Calendar

Learn how to create a calendar entry for a Date Hold, Phone Conversation, or a general entry

Creating a Calendar Appointment

Subscribing to Your Releventful Calendar

Multi-Brand View for the Calendar, Sales Pipeline, & Dashboard

Releventful Support

The Calendar & Dashboard

Releventful has partnered with Zapier to enable you to connect to thousands of applications that you use on a daily basis.

Connecting Your Apps with Zapier

Create a calendar showing clients your availability using Google Calendar and Zapier.

How to Create an Availability Calendar with Google and Zapier

Follow our setup guide to connect your Releventful account to Xero to sync all invoices and payments into your accounting software.

Xero Integration Setup

Integrations

Learn how to cancel your subscription and/or delete your account

Cancel Your Releventful Account

Closing Your Account

Privacy Policy

Terms

Sign in

Releventful Training

Find answers and get help from Intercom Support and Community Experts

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