Getting started - Relaticle  

       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 typePurposeExample**Companies**Organisations you work withAcme Corporation**People**Contacts at companiesJohn Doe, CEO at Acme**Opportunities**Deals in your sales pipelineQ1 Enterprise Contract**Tasks**Actions to completeFollow up on proposal**Notes**Information to rememberMeeting notes from a callPeople 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.   ](https://relaticle.com/help/getting-started/create-your-first-company)
- [   Add your first person  Add a person record and link them to a company.   ](https://relaticle.com/help/getting-started/add-your-first-person)
- [   Track a deal through the pipeline  Move an opportunity through your sales stages, from Prospecting to Closed Won or Lost.   ](https://relaticle.com/help/getting-started/track-a-deal-through-the-pipeline)
- [   Import your existing data  Bring companies, people, or opportunities in from a CSV file.   ](https://relaticle.com/help/getting-started/import-your-existing-data)
- [   Use custom fields  Add, edit, or reuse the fields that capture the data your team tracks.   ](https://relaticle.com/help/getting-started/use-custom-fields)
- [   Invite your team  Add teammates to your workspace as an Administrator or an Editor.   ](https://relaticle.com/help/getting-started/invite-your-team)
- [   Find anything with search and filters  Search across every record from the sidebar, or filter any list.   ](https://relaticle.com/help/getting-started/find-anything-with-search-and-filters)