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.
Texting clients from Relivo is coming soon. For now, Relivo doesn’t send texts to your contacts or receive texts from them.
The Texts tab on each contact page says so, with a Soon badge, and lists the texts you have logged.
Keep texts on the timeline
Text from your own phone
Send the text as you normally would.
Log it in Relivo
On their contact page, click Log interaction, choose Text, and write what the text was about.
Save
Click Save. It shows on the Texts tab and the timeline, starting “Logged text:”, and counts as contact on Today.
Texts Relivo sends to you
Relivo does text you: alerts about new leads and microsite inquiries, and task reminders, sent to the Mobile phone in Settings > Profile. See Notifications and Task reminders.