Find your way around
The sidebar, Quick add, search and keyboard shortcuts, on a computer and in a phone's browser.
Everything in Relivo is reached from the sidebar on the left. Two tools work from every screen: Quick add and Search.
The sidebar
From top to bottom:
- The plus button (Quick add) and the Search box.
- Your daily screens: Today, Pipeline, Leads, Contacts and Inbox. Inbox shows a count of unread conversations.
- Tools: Properties, Capture and Analytics.
- At the bottom: Help, Settings, and your name, email and photo, with the Log out button beside them.
Settings replaces the sidebar with its own list of tabs. Click Back to Relivo to return.
Quick add
Click the plus button at the top of the sidebar to open Quick add, then pick a tab: Contact, Lead, Task or Listing. It works from any screen, so you can add someone without leaving what you are doing.
Search
Click Search in the sidebar, or press ⌘ K on a Mac or Ctrl K on Windows. Type to find:
- Contacts, by name, email or phone number
- Deals, by title
- Listings, by address or city
Results come in those three groups, a few of each. Use the arrow keys to move through them and Enter to open one. Press the shortcut again to close search.
Keyboard shortcuts
| Shortcut | What it does |
|---|---|
| ⌘ K or Ctrl K | Open or close search |
| ⌘ Enter or Ctrl Enter | Send or save what you are writing, such as an email in Inbox, a note, or a reply to a support ticket |
In a phone’s browser
On a small screen the sidebar folds away:
- A bar along the top holds the Relivo logo, the plus button for Quick add, and a menu button that opens the full sidebar.
- A bar along the bottom holds Today, Pipeline, Contacts, Inbox and Leads.
- In Settings, the tabs run in one row across the top of the page. Swipe it sideways to see them all.