# Getting Started

Welcome to Relaticle. This guide gets you up and running in 5 minutes.

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## Quick Setup

### 1. Create Your Account

1. Go to the registration page
2. Enter your name, email, and password
3. You'll be taken to your new workspace

### 2. Complete Your Profile

1. Click your avatar in the top-right corner
2. Select **Profile**
3. Add your profile photo and details

### 3. Invite Team Members

1. Click your workspace name in the sidebar
2. Select **Team Settings**
3. Click **Invite Member**
4. Enter their email address and select a role

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## Core Concepts

Relaticle organizes your customer data into five connected entities:

| Entity | Purpose | Example |
|--------|---------|---------|
| **Companies** | Organizations 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** | Important information to remember | Meeting notes from call |

**How they connect:**
- People belong to Companies
- Opportunities link to Companies and People
- Tasks and Notes can be attached to any record

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## Your First Actions

### Add a Company

1. Click **Companies** in the sidebar
2. Click **New Company** (top right)
3. Enter the company name (required)
4. Add optional details: website, address, phone
5. Click **Create**

### Add a Contact

1. Open the company you just created
2. In the **People** section, click **Create People**
3. Enter the contact's name (required)
4. Add their email, phone, and title
5. Click **Create**

### Create an Opportunity

1. Click **Opportunities** in the sidebar
2. Click **New Opportunity**
3. Enter the opportunity name
4. Select the **Company** and **Contact**
5. Click **Create**

### Add a Follow-Up Task

1. Open your opportunity
2. In the **Tasks** section, click **Create Task**
3. Enter a title (e.g., "Send proposal")
4. Set a due date and priority
5. Assign it to yourself or a team member
6. Click **Create**

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## Custom Fields

Every entity supports custom fields for tracking data specific to your business.

**To manage custom fields:**
1. Click the **Settings** icon in the sidebar
2. Select **Custom Fields**
3. Choose the entity type (Companies, People, etc.)
4. Add, edit, or reorder fields

**22 field types available**, including:
- Text, Textarea, Number, Date, Date & Time
- Email, Phone, Link, Color Picker
- Select, Multi-select, Radio, Checkbox, Checkbox List
- Toggle, Toggle Buttons, Tags Input
- Currency, Rich Editor, Markdown Editor
- File Upload
- Record (link to another entity)

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## Import Existing Data

Already have data in spreadsheets? Import it directly.

1. Go to any entity list (Companies, People, etc.)
2. Click **Import** in the header
3. Upload your CSV file
4. Map columns to Relaticle fields
5. Review and import

See the **Import Guide** for detailed instructions and CSV templates.

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## Daily Workflow

**Start of day:**
- Check your **Tasks** for today's priorities
- Review any new **Opportunities**

**Throughout the day:**
- Update records after customer interactions
- Add **Notes** to capture important details
- Create **Tasks** for follow-ups

**End of day:**
- Ensure all activities are logged
- Update opportunity stages as needed

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## What's Next

- **Import data** → See the Import Guide
- **Customize fields** → Settings > Custom Fields
- **Integrate via API** → [API Reference](/docs/api)
