Releventful

Releventful Support

Erin Pender

Sara

Automating Your Business

Build a consistent series of follow-up messages, then decide when it should run and how it should respond to a lead reply.

Create and manage a sales campaign

Review what has actually been scheduled for a lead instead of relying only on the reusable campaign setup.

Check a lead campaign and its scheduled messages

Start a saved campaign when you are ready for the selected lead to receive its planned follow-up.

Start a sales campaign for one lead

Sales Campaigns

Use event statuses to describe where an event is in your business process and help your team recognize it in calendar and report views.

Create and use event statuses

Event Statuses

Use Event Helpers when a sales stage should trigger event cancellation or archiving.

Automatically cancel or archive events from a sales stage

Naomi Sherman

Automation Settings

Privacy Policy

Terms

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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