Getting started
Set up your workspace and add your first records.
New to Relaticle? Start here to add your first records and get your team into the workspace.
Relaticle organises your customer data into five connected record types:
| Record type | Purpose | Example |
|---|---|---|
| Companies | Organisations you work with | Acme Corporation |
| People | Contacts at companies | John Doe, CEO at Acme |
| Opportunities | Deals in your sales pipeline | Q1 Enterprise Contract |
| Tasks | Actions to complete | Follow up on proposal |
| Notes | Information to remember | Meeting notes from a call |
People belong to companies, opportunities link to companies and people, and tasks and notes can attach to any record.
Articles in Getting started
- Create your first company Add a company record and fill in the fields your team actually uses.
- Add your first person Add a person record and link them to a company.
- Track a deal through the pipeline Move an opportunity through your sales stages, from Prospecting to Closed Won or Lost.
- Import your existing data Bring companies, people, or opportunities in from a CSV file.
- Use custom fields Add, edit, or reuse the fields that capture the data your team tracks.
- Invite your team Add teammates to your workspace as an Administrator or an Editor.
- Find anything with search and filters Search across every record from the sidebar, or filter any list.
