Grata has launched our Pipeline View! Building from the recent release of Custom Labels, the Pipeline View allows you to easily track targets and deals through their deal stages without ever leaving Grata.
Advantages
After you find an interesting target:
track where there are blockers
easily view which deals need to move forward
understand where deals are you in your process
People can view and assign deals to you:
with greater visibility, Grata's Pipeline View is your single source of truth for viewing and managing your deal process
↸ Sorting
View & Interact with Your Pipeline
My Pipeline takes you directly to your Pipeline View where you can view and directly manage companies in each stage of your pipeline.
GLOBAL VIEW shows you all of the companies that you have already tagged with a pre-existing Status label.
What can I do from this page?
COMPANY TILES
View the last time the Status was updated for this company
Drag and drop company tiles from one stage to another stage
this will push companies through your Pipeline
Sync a company to your CRM
Add a company to a List
SORTING
Sort the companies in each stage by:
Status Updated (date)
Company Name (alphabetical)
FILTER & VIEW VIA LISTS
Lets you filter the Global view by specific lists you've already built to view those specific companies and their stage in your Pipeline.
Example: I'm an analyst and I only care about my deals and the companies on lists I've built.
Filter the Global View to my lists, only.
Focus on those companies instead of everything from my entire organization.
This view is sticky in my account, only, i.e., does not impact other users' view.
Change Pipeline Stages
Your Pipeline Stages are driven by Custom Labels: Status.
If you go to My Labels, you can edit the name of each stage label, along with the order of your stages. This will directly and immediately impact your Pipeline View.
