Leads & Contacts - RelkoAI Help Center

4 articles in Leads & Contacts

Browse published Help Center answers for this topic.

All help Getting Started Leads & Contacts Today's Actions Tasks Deals Calendar AI Assistants Reports Account, Billing & Privacy Support

Leads & Contacts Jul 1, 2026 2 min read 33 views

Add leads with the right stage, source, follow-up date, and hot flag so RelkoAI can build a reliable daily action list.

leads follow-up

Leads & Contacts Jul 1, 2026 2 min read 32 views

Lead stages turn a flat list into a readable pipeline and shape what RelkoAI surfaces in your daily list.

leads follow-up

Leads & Contacts Jul 1, 2026 1 min read 35 views

Log calls, texts, emails, meetings, and notes so each lead carries a complete history you can pick up anytime.

leads contacts follow-up

Leads & Contacts Jul 1, 2026 2 min read 28 views

Leads are your active pipeline; contacts are your relationships. Getting the split right keeps your daily list clean.

leads contacts