Organization is one of the most important concepts in Relate. It’s the entity that you’re building relationships with and engaging in a deal. An Organization can be a prospect, current customer, lost customer, and/or churned customer.
Organization Detail page
The Organization Detail page collects all information and data linked to the organization you’re tracking.
This includes organization data, deals, people, tasks, email history, notes, comments, and activities history.
The Organization Grid is a list view of all organization in your Workspace. In the grid, you can update each field by selecting and double clicking (or hitting
Return) the field.
To access the Organization Detail, hit
Open located on each organization.
Add a new Organization
You can add a new Organization by clicking
+ Organization button as shown in the screenshot above.
When you’re creating a new Organization, you can also create a Person. Click
Add person data located at the bottom of the modal.
Edit Organization fields
You can update an Organization field by navigating to Organization Grid or you can double click a field in the Detail page as well.
Delete an Organization
To delete an Organization, click
Delete organization located on the bottom left in the Organization Detail.
Add a new Organization via integration
Connecting Relate with other apps like Typeform and Apollo lets you create a new Organization automatically via Zapier.
To learn more about integrating with other tools, see this guide: Zapier guide