Releventful

Create a lead when an inquiry reaches you outside your website form or Rae website chat.

Manually add a lead

Keep the next action and its context with the lead so the team can follow up consistently.

Track lead tasks, notes and follow-up

Store back-office files with a lead so your team can find them while working on the inquiry.

Keep internal files on a lead

Review the appointment and its calendar connection before changing who is invited or cancelling it.

Add attendees or cancel an appointment

Let someone open your live lead form by scanning a QR code on a sign, brochure or display.

Create a QR code for a website lead form

Releventful Support

Erin Pender

Naomi Sherman

Managing Your Leads

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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.

{appName} in 60 seconds

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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