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Connections

Definition

The place to see all of the data coming in and going out from your group.

Explanation

The KITE platform is all about facilitating connections between you, the data you have access to, and the data you don't know about but should be using. Connections is where you manage all of this for your group. In a single place you can:

This tab gives you a single place to browse all of the information your group has collected over time and where it came from, as well as a means to get in contact with other groups to request more data.

How do I connect to or disconnect from another group?

Reach out to us atΒ support@kitesrm.com

How do I use data sent to me in my own work?

Any data they send you will automatically be added to all of the other data you have access to on your companies and field dropdown. Just like your other data (like Clearbit), you can use their data in your filters, dashboards, and reports.

How do I ask for a new service to be integrated with the platform?

Reach out to us atΒ support@kitesrm.com

Guide

Filtering for a Specific Connection

First, navigate to the Connections tab in your group.

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Click any individual card to see everything they have shared with you and you have shared with them.

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