In Relenta, a Tag is a non-hierarchical keyword or label assigned to an object such as a Message, Contact or Activity. A tag is metadata that helps describe an item and allows it to be found again by browsing or searching. Even though Tags are typically chosen informally and personally by an individual user, they…
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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