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.

Setting up Relivo takes four short steps: Create your account, Your details, How to start and Connect your email. Each step shows its number at the top, and on a wide screen all four are listed on the left, with the one you are on highlighted.

Create your account

Your details

Enter your Full name, and if you like your Brokerage and Mobile phone. Your name is the sender name on email you send from Relivo, and your name, brokerage and mobile phone show on your property microsites. If you later turn on text alerts for new leads, they go to the mobile phone. Click Continue.

How to start

Pick Explore with demo data, Import my contacts or Start clean, then click Continue. See Demo data, import or start clean.

Connect your email

Connect the mailbox you send from: Gmail, Outlook / Microsoft 365 or Other provider (IMAP / SMTP). All three send from your real address; they differ in how much email syncs back into Relivo. Click Connect (or Set up for IMAP), or click Skip for now and connect later in Settings > Email.

After step 4 you land on Today, or on the import screen if you chose Import my contacts.

Good to know

Everything you enter in step 2 can be changed later in Settings > Profile. The Brokerage field is called Company there.
Relivo counts setup as done once you finish step 3. If you leave before then, the next time you sign in you go back to Your details.
Signed in with the wrong account? On steps 2 to 4, click Switch account next to the address you are signed in as.
Back takes you to the step before.