A clear next step.

Use Lists for prospecting leads, or Import contacts in Contacts for established relationships. Upload a CSV or Excel .xlsx file, or use a supported public file link. Map the columns and review the preview before committing. Imports support up to 1,000 rows and a 2 MB file.

Only when you explicitly choose Move to Contacts. Opportunity remains a lead status. Moving preserves the record’s details and history; later changes to the originating list do not control the Contact’s assignment or archive state.

Agency admins manage the agency’s records and assignments. Agents see their assigned leads and Contacts. A lead assigned to you may appear inside another agent’s list, without giving you access to that agent’s other leads.

A deal connects the people involved to the property being transacted. Choose active Contacts and their Buyer, Seller or Renter relationships, then link an existing property or enter an address to create one. A property remains linked to its Contacts after the deal is completed.

An agency admin sets up Communication billing, enables the agency’s calling access, then enables members with approved monthly limits. Enabled members use My communication to add numbers. Solo accounts manage activation, billing and numbers together in My communication.

Yes. Bring your number verifies a caller ID for outgoing calls while the number stays with its current carrier. Verification does not enable SMS through rltr on that number. You can also buy an available US local number. Each member can have multiple numbers.

Availability changes. If no numbers are available in the requested area code, try the nearby-number option shown in the app or search another area code.

After requesting a verification call, answer it and enter the code shown in rltr on your phone. Then choose Check verification. The app temporarily disables another verification call while the cooldown is active.

Calls, SMS and number rental count toward the approved member budget. These charges are separate from the base subscription. The pricing page explains communication rates and registration charges.

Live conversations are not recorded. You can upload voicemail and callback messages, and save call notes and outcomes. After a conversation, Skip or the close icon dismisses the optional outcome popup without selecting a business result.

SMS requires registration and appropriate recipient consent. Before calling leads, your agency confirms eligibility and applicable do-not-call checks. rltr enforces supported calling-hour and internal suppression checks, but does not check the National Do Not Call Registry or replace your agency’s legal obligations.

Yes. Add Gmail, Microsoft or compatible custom IMAP/SMTP mailboxes in Mailbox and calendar settings. Choose the sender when composing an email. Each mailbox and its credentials remain private to its owner, including from agency admins.

It shares the relevant email conversation, attachments and future linked replies with teammates permitted to access that Contact. It does not give them your mailbox credentials or permission to send from your account. Earlier linked history remains if you stop linking future replies.

Email drafts and reusable Email, SMS and eSign templates autosave. The footer shows the last confirmed save time. If a save fails, keep the editor open and resolve the error before leaving.

No. Calendar connections are separate. Connect Google or Microsoft calendars from Calendar settings, or use supported iCal import and export. Imported events are read-only, and rltr does not send meeting invitations.

Storage settings supports a personal Google Drive or OneDrive connection for business uploads. File access still follows the related record’s permissions. Connecting a drive does not import arbitrary files from the rest of your drive.

Open Settings → Security and enroll an authenticator app. Save the recovery codes somewhere secure. Once enabled, sign-in requires an authenticator or recovery code; two-factor authentication is required for admins.

Use Forgot password on the sign-in screen. Accounts using only Google or Microsoft sign-in recover access through that provider. Never send us your password, authenticator codes or recovery codes.

Tell us what you were trying to do, the approximate time and the message shown. Include a screenshot if useful, with private information hidden. Use the contact page to reach us.