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Relate Guide

Start guide

Onboarding
What is Relate?
Get the app
Mobile View
Learn the model
- Personal Plan
- Team Plan

Platform

AI Suggestions
Keyboard shortcuts
Data Enrichment

Organizations & People

Organizations
People

Lists

Lists

Processes

Processes
Default Process
Other Process

Engage

Relate Engage

Documents

Relate Docs

Marketing

Campaigns
DNS Records Setup Guide
Forms

Email and Collaboration

Email
Tasks
Notes
Sequence

Inbox and Notifications

Inbox

Reporting

Reporting

Find and Filter

Filters and Sorters
Views

Integrations

Email sync

Other bits

Relate Connect for Chrome
Meeting Scheduler
How to manage Deal Assignee
How to manage Expected Close Date
How to manage Organization Assignee

💻 Setup

Admin settings
Manage members
Export
Custom Fields
Register Google API Allowlist

Plans

Team Plan

Introduction to Team Plan

We are preparing this document. It will be updated after completion. For related inquiries, please email us at we@relate.so.

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