Relintex Support

A high level overview of the Relintex CRM

Relintex Overview

Adding a Lead

Proposal Creation Process

Understanding the Pitch Deck

How to create and prepare to send the proposal

Drafting the Proposal

How to move your proposal to contract and required fields.

Sending the Contract

After contract is sent and before enrollment the QC Call must be completed

How to QC Call Before Enrollment

After enrollment how to check status and updates

Lead Status and Service Updates

Alex Cornwell

Short Videos to help you get started on your first proposal

Getting Started

Find answers and get help from Intercom Support and Community Experts

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