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Basics

These shortcuts apply universally across the platform.
ActionShortcut
Move down↓ or j
Move up↑ or k
Move left← or h
Move right→ or l
Exit (may not apply in certain modals)esc
Submit commentcommand + return / ctrl + enter

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Search & Command Bar

Access the search and command bar instantly.
ActionShortcut
Open search & command barcommand (ctrl) + k

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Inbox

Archive or unarchive your Inbox items to get them organized.
ActionShortcut
Archivee
Unarchiveu

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Deal header actions

Deal Header Quickly update each item from your Inbox with these shortcuts:
ActionShortcut
Set deal valuev
Set prospect statusp
Set pipeline stageshift + p
Set assigneea
Set contactc

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Organizations

Shorcuts Orgs Select one or more organizations and manage them with ease.
ActionShortcut
Set managerm
Start sales processs
Mergeshift + m
Add to listshift + l
Add to processshift + p

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People

Shortcuts People Select one or more contacts and easily perform the following actions:
ActionShortcut
Add to sequences
Mergeshift + m
Add to listshift + l
Add to processshift + p

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Process

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Entry Details Page

Shortcuts Process Entry While viewing a process entry, use these shortcuts for quick actions.
ActionShortcut
Open contactc
Set managerm

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List View

Shortcuts List View Select one or more entries from the list view and update their settings.
ActionShortcut
Set assigneea
Set process statusp
Set managerm (organization process only)
Add to sequences (contact process only)
Mergeshift + m
Add to listshift + l
Add to processshift + p

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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.

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Slash Commands

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

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Notes

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

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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!