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Contact support
Getting started
Today
Contacts and leads
Timeline, notes and logging
Tasks and reminders
Pipeline and deals
Listings and showings
Property microsites
Lead capture
Email and Inbox
Notifications
Import and export
Analytics
Profile and settings
Plans, billing and trial
Account, privacy and data
Troubleshooting

On this page

Contacts and leads

Add, find and organize the people you work with.

Contacts and leads, one record and two lists

Everyone you add is one contact record. Leads are the contacts you are still working to win, and they also show on the Leads list.

Add a contact or lead

Add someone from Quick add on any screen, and choose whether they are a contact or a lead.

Lead types and lead stages

What the five lead types and the three lead stages mean, and how to change them on a contact.

What the stage badge shows

Why a contact's badge reads "Buying · Offer", what the gray +1 means, and when you see the lead stage instead.

Search, filter and sort your contacts and leads

Find people fast on Contacts and Leads with search, the type filters, stage, tags and source, and the sort menu.

The contact preview

Check someone, log what happened or reply to them from the preview panel, without leaving your list.

The contact record

A tour of a contact's full record, from the header and details to their deals, listings and the timeline tabs.

Edit a contact

Change a contact's name, email, phone, address, source, lead type, lead stage or budget.

Add a contact photo

Put your own photo of someone in place of their default face, or replace and remove it.

Tag your contacts

Add and remove tags on a contact, and use them to filter your Contacts list.

Turn a contact into an active lead

Make a contact you already know an active lead, so they show on Leads and Today.

Delete contacts, one or many

Delete a contact or lead, or several at once, and what is deleted with them.

How Relivo spots duplicates

When Relivo matches a new person to someone already in your contacts, and when it creates a second record.

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