Getting started
Get setup steps for your Relaticle workspace and its five record types: companies, people, opportunities, tasks and notes.
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 Follow the steps to create a company record in Relaticle, fill in its fields and add people, tasks or notes.
- Add your first person Follow the steps to add a person in Relaticle, enter contact details and link the person 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 Get Relaticle CSV import steps for mapping columns and reviewing records, with file limits of 10,000 rows and 10 MB.
- 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, Editor, or Viewer.
- Find anything with search and filters Find instructions for searching Relaticle records and filtering lists of companies, people, opportunities, tasks and notes.
