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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

Getting started

Create your account, choose how to start and find your way around Relivo.

Welcome to Relivo

How Today, Contacts, Leads and Pipeline fit together, and where everything else lives in Relivo.

Create your account

Sign up for Relivo with your email and a password, or with your Google account, and confirm your email address.

The four setup steps

What each step of Set up Relivo asks for, from creating your account to connecting your email, and which steps you can skip.

Demo data, import or start clean

The three ways to start in setup step 3, what each one gives you, and how to change course afterwards.

Remove the demo data

Delete the sample contacts, deals, listings, tasks and messages from your workspace, or clear everything and start fresh.

Your setup checklist

The Finish setting up card on Today, which steps it lists for your start choice, and how each one gets ticked off.

Find your way around

The sidebar, Quick add, search and keyboard shortcuts, on a computer and in a phone's browser.

Your first 15 minutes

Five things to do after setup so Relivo starts working for you, from importing contacts to adding a lead form to your website.

Sign in and sign out

Sign in to Relivo on the web with your email and password or with Google, and sign out when you are done.

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