There are six distinct ways you can create new contacts in Relenta. To create a contact manually, click on + sign or Create new contact from email. You can add Message Filters that will create new contacts from email based on the criteria you define (for example, if subject contains the words “contact form”). A…
Message filters allow you to do a number of things with incoming emails based on the criteria you define. For example, you can automatically create a contact from incoming email, move email to another folder, assign contact to an autoresponder email campaign, trigger an auto-reply, etc.
You can upload any number of files or documents to each department that will be shared among your team.
Shared files can be attached to messages without having to upload the file from your local hard drive every time you compose an email.
Read/unread status of the message is per user. If one user marks a message as read, it will appear as unread to another user.
We offer both spam-filtering and anti-virus protection to our paying customers. Only email accounts (your-name@relenta.net) are protected. If you are using Relenta to download email from remote IMAP or POP servers, then spam and anti-virus protection are the responsibility of your email service provider. If your POP or IMAP email provider doesn’t offer spam filtering,…
The Response Library consists of templates that can be automatically inserted into the body of email. When the number of responses in your library exceeds twenty, the dropdown selector will be automatically replaced with a search box. Simply start typing the first few letters and select the desired response from the instant autosuggestion list. Response…
Events are types of activities (other types at this time include Deals and Invoices). Events can have the following attributes: Label. By default, there are the following activity labels in the system: Follow-up, Call, Note and Meeting. You can customize these labels by clicking Edit Labels. File. You can attach a file or document to…
A Deal is a type of activity. It represents something you want to sell, and has a money value attached to it. Deals at various stages of the sales process together form a sales deal pipeline, also known as sales funnel. By default, Deals in your Relenta account are not enabled. You can turn this…
Invoice is a type of Activity. Currently this feature requires that you have an account with FreshBooks. Once you activate the Freshbooks add-on, you can import contacts and invoices. Invoices appear as line-items on Contact Timeline, interspersed with other activities in chronological order. Click on Sync with FreshBooks to update invoices with the latest information.…
Go to contact timeline and click the + Event button. Attach a file, enter description and click Save. If the event has a file attached to it, an icon will be displayed on the timeline and agenda views.
Open the message in question for preview and click Create event button. Edit the description, attach file, add other contacts or users if needed, set the date and time, and so on.
Like with any other object in Relenta, you can start an internal conversation about any activity by clicking Add Comment, a text link which appears at the bottom of each message and activity. This way the information remains where it belongs, associated with the object of a discussion. This pretty much eliminates the need for…
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