Learn the model

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Basic concepts

Relate is a multi-workspace (and multi-user) CRM and each workspace has its own set of Organizations, People, and Deals.

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Organizations/People

An organization is a company that you are working with. They can be a prospect (lead), customer, or previous customers.

A person (people) is part of the organization. They are “contacts” which store information such as names, email addresses, phone numbers, titles, positions, etc.

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Deals/Pipeline

Deals are the core means to track sales in Relate. Every other concepts such as Organization and People are connected to deals and they represent who you’re engaging with in a deal.

As such, each deal represents a sales opportunity. So you can have multiple deals within an organization.

Note that deals are always tied to an organization.

Deals have ID (e.g., DEAL-1234) - this makes it easier to discuss a specific deal with your team and easier to reference.

Lastly, each deal follows a prospect status and once a deal gets marked as Qualified then it is automatically added to the pipeline for closing.

See below diagram for reference.

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Prospect

A prospect is a sales opportunity that is not qualified yet. Sales teams work to qualify the prospect.

Updating prospect status for a deal will move the deal to the respective status list shown in the left navigation menu.

Prospects can have any of below statuses:

• Potential
• Working
• Nurturing
• Bad Fit
• Qualified

Once qualified, the prospect then automatically turns into a closing deal in the pipeline.

To learn more about Prospect feature, see this guide.

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Closing Pipeline

As you work towards closing a sales opportunity, each deal will move through pipelines.

A pipeline is a place where you will actively engage with the customer to close the deal.

You can see more details about the deal (and customer) by clicking each deal card in the pipeline.