What appears in My Relationships?
My Relationships is specifically focused on private companies synced from your CRM. It is different from Grata’s contact and specialized search capabilities: rather than serving as a general search for companies, executives, buyers, or bankers, My Relationships provides a view into companies connected to your organization through its CRM.
The companies available in My Relationships depend on your organization’s CRM integration and the data that has been synced to Grata.
Access My Relationships
1. Open your profile (your name in the left navigation panel).
2. Select My Relationships.
3. Review the private companies that have been synced to Grata from your connected CRM.
From My Relationships, search for or select a company you want to investigate further and use the company information available in Grata to continue your research.