You can now create Custom Labels, customize their values and definitions, and apply them directly to the companies you're viewing in Grata to:
stay organized and easily track interactions with companies in your pipeline
easily communicate and collaborate with colleagues
create a system that helps track your deal pipeline without a CRM
move out of Excel - which can lead to data loss
Create a Label
Click the profile icon in the top right corner of the page
Go to My Labels
Click the New Label button
Name: Name your label
Lists: Select which lists you want to be able to use this label on
Perhaps not all of your labels will apply to all of your lists
Select specific lists so that only relevant labels show up for that list
The default is All Lists
Options: List the potential options you will have to choose from
You can type in up to 25 additional options
Drag and drop the options here to sort in any order you choose
Edit a Label
Edit / Delete an Option
click the ( x ) next to that option directly on the page next to your label
click the ( ⫶ ) Edit button for that label and delete the option there
Edit / Delete a Label
click the ( ⫶ ) Edit button for that label
*By editing an existing label this will apply to all lists or search results
Default Labels
Priority and Status labels are set up by default and include default options.
PRIORITY
High | Medium | Low |
STATUS
Lead | Reaching Out | Meeting Scheduled |
Pursuing | Live Deal | Monitoring |
Dead | Finished |
|
You CANNOT delete or rename the label itself.
But, you CAN change the options for these labels.
Assign a Label
IN SEARCH & LISTS
Quick assign labels using the icon next to a company name in your search results.
VIA BULK UPDATE
Select multiple companies or select the entire page to bulk select and update multiple profiles or your entire search page, all at once.
COMPANY PROFILE
Quick assign labels directly from the company profile.
Additional Label Workflows
APPLY FILTERS
Use labels and options as filters for your searches and in your lists just like you would any other Grata filter.
select multiple options
(⛔) exclude options
the relationship between multiple labels is an AND relationship
the relationship between multiple options is an OR relationship
VIEW IN TABLE VIEW
use the Column Settings to toggle on/off your labels so that they are (not) viewable
sort your list using a label column
export your labels to Excel
FAQs
How many custom labels can I create?
Up to 3 custom labels now. More to come in the future!
How many options per label can I create?
Up to 25 options per label.
I am in a List. I cannot find my label.
You probably did not select this List when creating your Label. Go back to My Labels, edit that Label, and include this List.
Who can CREATE, EDIT, and DELETE labels at my organization?
Only Admins on your Grata account.
This is to help prevent anyone from accidentally deleting everyone's labels.
Who can VIEW these labels?
All users on your Grata account.
Who can USE these labels?
All users on your Grata account.