Keyboard Shortcuts

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Basics

These shortcuts apply universally across the platform.

Action	Shortcut
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 comment	command + return / ctrl + enter

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Search & Command Bar

Access the search and command bar instantly.

Action	Shortcut
Open search & command bar	command (ctrl) + k

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Inbox

Archive or unarchive your Inbox items to get them organized.

Action	Shortcut
Archive	e
Unarchive	u

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Deal header actions

Quickly update each item from your Inbox with these shortcuts:

Action	Shortcut
Set deal value	v
Set prospect status	p
Set pipeline stage	shift + p
Set assignee	a
Set contact	c

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Organizations

Select one or more organizations and manage them with ease.

Action	Shortcut
Set manager	m
Start sales process	s
Merge	shift + m
Add to list	shift + l
Add to process	shift + p

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People

Select one or more contacts and easily perform the following actions:

Action	Shortcut
Add to sequence	s
Merge	shift + m
Add to list	shift + l
Add to process	shift + p

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Process

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Entry Details Page

While viewing a process entry, use these shortcuts for quick actions.

Action	Shortcut
Open contact	c
Set manager	m

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List View

Select one or more entries from the list view and update their settings.

Action	Shortcut
Set assignee	a
Set process status	p
Set manager	m (organization process only)
Add to sequence	s (contact process only)
Merge	shift + m
Add to list	shift + l
Add to process	shift + 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!