Tracking ROI

Article author
Erika
  • Updated

Find out how much money Crunchbase has made your company. Now that you can add Crunchbase as an Account and Lead Source, your team can track ROI

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1. Go into Setup > Accounts > Account Fields

2. Find the Account Source field >
Account/Lead Source Picklist Values

3. Click New > Type in “Crunchbase” > Save!


After adding Crunchbase as a picklist value, all accounts and contacts pushed from Crunchbase
into your CRM will be attributed accordingly -- allowing you to more accurately measure ROI.

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