Releventful

Let's answer all of your messaging questions!

FAQ: How Does Releventful's Messaging Platform Work?

Utilize our how-to guide as you perform tests on the client experience within your account.

How to Guide: Testing the Client Experience

A "Do's and Don'ts" guide to using HTML within Releventful email templates.

HTML Email Guide

Naomi Sherman

Erin Pender

Releventful Support

Learn how to utilize the sales pipeline to manage your leads and create and manage events for your clients.

Manage Your Events & Leads

Learn how to create a lead in Releventful.

Manually Add a New Lead

Manage your leads by actively engaging across the Sales Pipeline

Sales Pipeline for Lead Management

Learn how to manage and store important lead information in Releventful

Manage Your Lead Details

Log important emails/conversations and create reminder notifications for yourself with to-dos

Use Lead Records to Track & Remind

Upload a document to help you work with a lead (for internal-use only)

Manage Lead Documents

Create an Appointment With a Lead

Manually start or review a sales campaign for a lead

Sales Campaigns at the Lead Level

Appointments FAQ

A how-to guide to generate a QR code for a lead form to easily share with leads and clients.

Generate a QR Code for a Lead Form

Never miss an appointment with this integration. Ensure that all appointments scheduled via Calendly appear on your Releventful calendar.

Calendly Integration

Managing Your Leads

Learn how to create and manage your event in Releventful.

Creating an Event

Manage Your Event Details, Event Contacts, Pipeline Details, Invoices, Scheduled Employees, and Accounting Records

Managing Your Event Details

Setting an Event as Booked

Learn the best way to store notes about your clients, leads, and events

Taking Notes In Releventful

Have a weekly event with a repeat customer? Copying an event can help

Copy an Event

Want to remove an event from view without permanently deleting it?

Cancel an Event

Permanently remove an event from the system

Delete an Event

Utilize Releventful's room management feature to reserve venue spaces and manage room reservations at a glance.

Room Management and Reservation

Releventful Help

Managing Your Events

Privacy Policy

Terms

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Releventful Training

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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