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Relate Guide

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

Importing Contacts

Google Contacts Sync
Import data

Platform

Basics
Inbox
Tasks
Notes
Email
Notifications & Reminders
AI Suggestions
Keyboard shortcuts
Data Enrichment

AI

Relate MCP

Organizations & People

Organizations
People

Lists

Lists

Processes

Processes
Default Process
Sales Processes
Sales Process
Simple Sales Process
Other Process

Relate Sequence

Relate Sequence

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
Zapier integration
What is Zapier?
How to Integrate with Zapier
Relate x Zapier Integration Rules

API

Introduction
Resources

Other bits

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

💻 Setup

Admin settings
Manage members
Import
Import data
List/Process Import
LinkedIn Import
Export
Custom Fields

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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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