Keyboard Shortcuts

​

Basics

These shortcuts apply universally across the platform.

​

Search & Command Bar

Access the search and command bar instantly.

​

Inbox

Archive or unarchive your Inbox items to get them organized.

​

Deal header actions

Quickly update each item from your Inbox with these shortcuts:

​

Organizations

Select one or more organizations and manage them with ease.

​

People

Select one or more contacts and easily perform the following actions:

​

Process

​

Entry Details Page

While viewing a process entry, use these shortcuts for quick actions.

​

List View

Select one or more entries from the list view and update their settings.

​

Command Bar Actions

• Search
  • Organizations/People: Search by name, email, or text-based custom fields.
  • Prospects: Search organizations in the prospect stage.
  • Deals: Search deals in the pipeline.
• Email
  • Compose email: Write a new email.
  • Create email template: Generate a new email template.
• Notes
  • Create note: Start a new note.
  • Create note template: Generate a note template.

​

Slash Commands

Use / when drafting notes or campaigns to format content effortlessly.

​

Notes

• Heading 1, 2, 3, 4
• Bulleted list
• Numbered list
• Blockquote
• Code block
• Table

​

Campaigns

• Heading 1, 2, 3
• Bulleted list
• Numbered list
• Blockquote
• Image
• Button
• Footer

Unlock the full potential of Relate’s keyboard shortcuts for a seamless workflow. Start selling smarter today!