Create a List using Crunchbase Pro

1. Select results from a search

• After you've searched, click the checkbox next to the results you want to save or check the top box to select all search results
• Click Save to List
• Select from existing lists or create a new one on the spot
• You can make as many lists as your heart desires

2. Quick add from my lists

• In My Lists, enter the name of a profile you would like to add
• After entering the name, a dropdown menu will appear with matches. Select the one you have your eye on
• A checkmark will appear when it is successfully added. Hooray!

3. Save on profile pages

• When visiting a profile you want to track more easily, simply click Save on the top right of the screen
• Choose to add the profile to an existing list, 'My First List' or create a new list!
• You can now Push the profile to Salesforce.