Platform

Keyboard Shortcuts

Maximize your productivity with our comprehensive keyboard shortcuts. Whether you're navigating, managing deals, or writing notes, these shortcuts will help you work faster and more efficiently.

#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!