# Relate

## Docs

- [Relate Docs](https://relate.so/docs/relate-docs.md): Relate Docs lets you share documents as links and track whether they've been viewed by others.
- [Relate Engage](https://relate.so/docs/engage/relate-engage.md): Build stronger connections with potential customers using automated email sequences.
- [AI Suggestions](https://relate.so/docs/features/ai-suggestions.md): AI automatically suggests CRM fields in your notes and fills them in at once.
- [Relate Meetings](https://relate.so/docs/features/calendar.md): Relate Meetings lets your prospects and customers book meetings with you in seconds.
- [Relate Connect for Chrome Alpha](https://relate.so/docs/features/connect.md): Relate Connect for Chrome lets you extract Linkedin profile data automatically.
- [Custom Fields](https://relate.so/docs/features/custom-fields.md): Learn how to create and manage custom fields in Relate.
- [Data Enrichment](https://relate.so/docs/features/data-enrichment.md): Enhance the quality of your customer data by enriching it with details from external sources.
- [Default Process](https://relate.so/docs/features/default-processes.md): It's the most basic process that can be used anywhere and can be used for a variety of tasks, not just sales.
- [Email](https://relate.so/docs/features/email.md): Learn how to send and receive emails in Relate
- [Filters and Sorters](https://relate.so/docs/features/filter-sorter.md): Learn how to filter and sort Organizations, People, and Deals. Also learn how to use Data Views.
- [How to manage Deal Assignee](https://relate.so/docs/features/how-to-manage-deal-assignee.md): Explains what Deal Assignee is and how to manage it
- [How to manage Expected Close Date](https://relate.so/docs/features/how-to-manage-expected-close-date.md): Explains what Expected Close Date is, and how to manage it
- [How to manage Organization Assignee](https://relate.so/docs/features/how-to-manage-organization-assignee.md): Explains what Organization Assignee is and how to manage it.
- [Inbox](https://relate.so/docs/features/inbox.md): The Inbox is your notifications center in Relate. It's where you can see all the updates from your customers and your teammates.
- [Lists](https://relate.so/docs/features/lists.md): Lists allow you to segment and manage your customers based on their purpose.
- [Notes](https://relate.so/docs/features/notes.md): Learn how to create notes in Relate
- [Notifications & Reminders](https://relate.so/docs/features/notifications.md): You can receive emails from customers and send new emails to customers in Relate.
- [Organizations](https://relate.so/docs/features/organizations.md): Organization can be a prospect, current customer, lost customer, and/or churned customer.
- [Other Process](https://relate.so/docs/features/other-processes.md): You can use specialized processes to manage not only sales, but also investments and recruiting.
- [People](https://relate.so/docs/features/people.md): People can be your customers, champions, or any stakeholders that contribute to the buying process.
- [Processes](https://relate.so/docs/features/processes.md): Easier to manage not just sales, but investments, recruiting, and more.
- [Reporting](https://relate.so/docs/features/reporting.md): Simple and powerful reporting for sales
- [Sales Process](https://relate.so/docs/features/sales-processes.md): Separate Prospects and Pipeline so you can manage your deals in detail, from potential leads to closed deals.
- [Relate Sequence Beta](https://relate.so/docs/features/sequence.md): Relate Sequence lets you send multi-day sequence emails automatically.
- [Keyboard Shortcuts](https://relate.so/docs/features/shortcuts.md): Maximize your productivity with our comprehensive keyboard shortcuts. Whether you're navigating, managing deals, or writing notes, these shortcuts will help you work faster and more efficiently.
- [Simple Sales Process](https://relate.so/docs/features/simple-sales-processes.md): Combine Prospects and Pipeline to easily manage sales in one process.
- [Tasks](https://relate.so/docs/features/tasks.md): How to manage tasks in Relate
- [Views](https://relate.so/docs/features/views.md): Relate lets you create views of organizations, people, and deals and share with others in your workspace.
- [Apollo + Relate](https://relate.so/docs/integrations/apollo.md): Learn how to use Apollo.io and Relate together
- [Relate + Slack Integration](https://relate.so/docs/integrations/slack.md): Stay on top of your updates by receiving real-time notifications from your Relate workspace directly in Slack
- [Relate Guide](https://relate.so/docs/intro.md): Relate Guide is a collection of helpful guides and useful workflows you can apply to Relate CRM.
- [Learn the model](https://relate.so/docs/learn-the-model.md): Learn about the basic concepts of Relate CRM.
- [Campaigns](https://relate.so/docs/marketing/campaigns.md): Learn how to use Campaigns to broadcast emails to your audience.
- [DNS Records Setup Guide](https://relate.so/docs/marketing/dns-records.md): Learn how to set up essential domain records before sending emails through Relate Marketing's email campaigns.
- [Forms](https://relate.so/docs/marketing/forms.md): Forms let you capture lead data and help you build an inbound sales engine that turns leads into results.
- [Mobile View](https://relate.so/docs/mobile-view.md): Relate is available on mobile no matter where you are.
- [Onboarding](https://relate.so/docs/onboarding.md): Get started with Relate asap
- [Personal Plan](https://relate.so/docs/personal-plan.md): Introduction to Personal Plan
- [Admin settings](https://relate.so/docs/setup/admin.md): Learn how to configure your Relate workspace.
- [Import data](https://relate.so/docs/setup/ai-import.md): Learn how to quickly import your data with AI
- [Email sync](https://relate.so/docs/setup/email-sync.md): Relate supports a full, bi-directional email sync.
- [Export](https://relate.so/docs/setup/export.md): Exporting Relate data as CSV
- [Get the app](https://relate.so/docs/setup/get-the-app.md): Learn how to access Relate on desktop or web.
- [LinkedIn Import](https://relate.so/docs/setup/linkedin-import.md): Learn how to import LinkedIn data into Relate
- [List/Process Import](https://relate.so/docs/setup/list-import.md): Learn how to import data into List&Process
- [Manage members](https://relate.so/docs/setup/manage-members.md): Learn how to invite and manage members of your team.
- [Register Google API Allowlist](https://relate.so/docs/setup/register-google-api-allowlist.md): Registering Relate as an allowed app in Google Workspace is required before the Relate onboarding meeting.
- [How to Integrate with Zapier](https://relate.so/docs/setup/zapier-integration/how-to-integrate-with-zapier.md)
- [Relate x Zapier Integration Rules](https://relate.so/docs/setup/zapier-integration/relate-x-zapier-integration-rules.md)
- [What is Zapier?](https://relate.so/docs/setup/zapier-integration/what-is-zapier.md): Introducing Zapier and Relate integration, which automatically links data between over 4,000 applications.
- [Team Plan](https://relate.so/docs/team-plan.md): Introduction to Team Plan
- [What is Relate?](https://relate.so/docs/what-is-relate.md): Learn about what Relate is
- [BANT](https://relate.so/docs/wiki/BANT.md): BANT is a framework sales team can use to evaluate prospects whether they have budget, authority, needs and timing.
- [Inbound Sales](https://relate.so/docs/wiki/Inbound-Sales.md): Inbound sales is a sales strategy and process in which the potential customers start the relationship. Inbound sales teams focus on their customers’ pain points rather than focusing just on the selling.
- [Lead Qualification](https://relate.so/docs/wiki/Lead-Qualification.md): Lead Qualification is the process of determining which potential customers are most likely to make a final purchase and ultimately become a customer.
- [Annual Recurring Revenue (ARR)](https://relate.so/docs/wiki/SaaS/ARR.md): Annual Recurring Revenue, or ARR, is a crucial metric used by SaaS or subscription businesses that shows the money that comes in every year from customers who are on a subscription (or contract).
- [Monthly Recurring Revenue (MRR)](https://relate.so/docs/wiki/SaaS/MRR.md): Monthly Recurring Revenue, or MRR, is a crucial metric used by SaaS or subscription businesses that shows the money that comes in every month from customers who are on a subscription (or contract).
- [Annual Contract Value (ACV)](https://relate.so/docs/wiki/acv.md): Annual Contract Value (ACV) refers to the annualized revenue per customer contract.
- [Battle Cards](https://relate.so/docs/wiki/battle-cards.md): Battle cards are quick-reference guides that provide sales teams the essential strategic information about competitors, products, and sales tactics.
- [Business Case](https://relate.so/docs/wiki/business-case.md): A business case in sales is a document that outlines the benefits of a product or a service to a potential client.
- [Customer Acquisition Cost (CAC)](https://relate.so/docs/wiki/cac.md): Customer acquisition cost (CAC) is the cost to acquire a new customer.
- [DKIM](https://relate.so/docs/wiki/dkim.md): Ensure the authenticity and integrity of your email communications with DKIM.
- [DMARC](https://relate.so/docs/wiki/dmarc.md): Learn about DMARC and why setting it up is essential for successful email marketing and sales
- [Ideal Customer Profile (ICP)](https://relate.so/docs/wiki/icp.md): Ideal Customer Profile (ICP) is one of the most essential aspects in building a great product and acquiring customers.
- [Customer Lifetime Value (LTV)](https://relate.so/docs/wiki/ltv.md): Lifetime Value (LTV) measures how much a customer will pay for our service over time.
- [Marketing Qualified Lead (MQL)](https://relate.so/docs/wiki/mql.md): A Marketing Qualified Lead is a lead you've qualified through your marketing efforts.
- [Mutual Action Plan](https://relate.so/docs/wiki/mutual-action-plan.md): Mutual Action Plan is a collaborative and structured plan developed jointly by the sales team and the customer.
- [Net Revenue Retention (NRR)](https://relate.so/docs/wiki/net-revenue-retention.md): Net Revenue Retention (NRR) measures how much revenue you have today compared to what you had one year ago.
- [Product Qualified Lead (PQL)](https://relate.so/docs/wiki/pql.md): Product Qualified Lead is a lead qualified through your product.
- [B2B Sales Roles](https://relate.so/docs/wiki/sales-roles.md): B2B sales teams have members with different roles and responsibilities.
- [SPF](https://relate.so/docs/wiki/spf.md): Discover how SPF protects your domain from spoofing and enhances email deliverability.
- [Sales Qualified Lead (SQL)](https://relate.so/docs/wiki/sql.md): A Sales Qualified Lead is a lead qualified through the sales team.
- [Upsell and Cross-Sell](https://relate.so/docs/wiki/upsell-cross-sell.md): How to make additional revenue from customers.

## Optional

- [Blog](https://www.relate.so/blog/)
- [Changelog](https://www.relate.so/changelog/)