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.
This site uses cookies. You consent to our cookies if you continue to use this website. More Information
We use cookies to personalize content and ads, to provide social media features and to analyse our traffic. You consent to our cookies if you continue to use this website. Some of these cookies are essential, while others help us to improve your experience by providing insights into how the site is being used.
You can adjust all of your cookie settings by navigating the tabs on the left hand side or via a cog button in the bottom left corner.
More information about our Cookies Policy
Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.
If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.
