Log what happened and set the next step
What Reach out, Respond, Re-engage and Complete do on Today, and how to log the contact and plan the next step in one go.
Every button on a Today card opens Log it, then set the next step, where you record what you did and plan what comes next in one dialog.
What each button does first
- Reach out (a new lead) and Re-engage (a cooling contact) open the dialog and change nothing until you save.
- Complete (a task) and Respond (a listing inquiry) mark the task done first, then open the dialog. A task with no contact is simply marked done, with no dialog.
Log it and plan the next step
Choose what happened
Under What happened?, choose Call, Email, Text or Note, and write a line about it, such as how the call went.
Or send an email
Choose Send an email to email them from Relivo instead. Add a Subject and your message; the dialog reminds you that it sends a real email. This choice appears only when they have an email address.
Set the next step
Under Next step, pick Follow-up call, Send a text, Follow up in 3 days or Send an email, or type your own. Add a due date and choose Low, Medium or High.
Add a reminder if you want one
Open Reminder, choose a time, and tick Text me, Email me or both.
Save
Click Save. Today reloads with the item gone or moved.
Follow up in 3 days also sets the due date three days out and a reminder for 9am that day. Tick Text me or Email me for that reminder to reach you.
Don’t need a next step? Click No next step before you save, or Add a next step to bring it back. If you leave both parts empty, Save just closes the dialog.
Where it goes
- What you logged goes on their timeline and counts as contact, which resets their cooling clock and clears a new lead. A logged call is saved as a note starting “Logged call:”.
- The next step becomes a task on their Tasks tab, and shows on Today from its due date. A next step with no due date stays off Today.