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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

Timeline, notes and logging

Every email, note, call and text you log, in one timeline for each contact.

The contact timeline

Everything that has happened with a contact, newest first, and what each kind of line on the Timeline tab means.

Add, edit and delete notes

Write a note on a contact or a deal, and change or remove it later from the contact's Notes tab.

Log a call, email or text

Record a call, email, text or note from outside Relivo on a contact's timeline with Log interaction.

Texting clients from Relivo (coming soon)

Relivo can't send or receive texts with clients yet. Text from your own phone and log it to keep the timeline complete.

See which pages a lead viewed

How pages a visitor viewed on your website or property microsites appear on their timeline once they fill in a form.

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SiteonWP LLC, trading as Relivo