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My Relationships

Companies synced from your CRM

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Written by David Mickelson

What appears in My Relationships?

Use My Relationships to research companies synced from your organization's CRM. The companies you see depend on your organization's CRM integration and the data synced to Grata.

Open My Relationships

  1. Open your account menu in the left navigation.

  2. Select My Relationships.

  3. Review the companies synced from your CRM.

Find a company

Use the search field above the results or the filters beside the results to narrow the companies shown. Select a company to continue your research in Grata.

My Relationships focuses on your organization's synced CRM companies. For broader company discovery, select Companies under Deal Sourcing.

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