How it works
Follow one relationship, Maya Ellison, through Revybr. See the context, the work attached to it and the action you take next.
One relationship, three scenes
Scene 01
Start with the person. The record keeps who they are, what has happened and who owns the next step in one place.
Contact recordMaya Ellison
Scene 02
The work attached to Maya is visible next to her deal. The stage moves only when a person moves it.
Work and dealMaya Ellison
Scene 03
After the call, a person marks the task done, adds a note and puts the second showing on the calendar. Maya’s record then shows what changed.
After the changeMaya Ellison
Read the labels
Similar-looking items can mean very different things. These are the ones that matter most in the walkthrough above.
| This | Is not | What it means |
|---|---|---|
| Saved task | Proposed task | A saved task exists because a person created or confirmed it. A proposed task is only a suggestion until someone saves it. Every task in this walkthrough is saved by a person. |
| Internal appointment | External booking | An internal appointment sits on the Revybr calendar with its contact, so the reason for the meeting is always one click away. It does not book time in anyone else’s calendar on its own. |
| Reviewed message | Automatic send | Email and text messages are reviewed by a person before they go out. Nothing is sent to a client without that review. |
What’s next for the workflow
Coming soon
Turn a call into reviewable notes and proposed next steps.
Notes and proposed next steps after a call, always reviewed by a person before anything happens.
Every step of the walkthrough lives in one place: contacts, tasks, deals and appointments, working together.