Where can I create account records from?

Article author
Crunchbase Product Team
  • Updated

Account records can be created in the following ways: 

  • From a Crunchbase organization profile page (Company, Investment Firm, School)
  • From Advanced Search or Query Builder
  • From saved lists or saved searches

From a profile, click the ‘Push’ button at the top right corner. 

SFDC_-_Profile__Push_.png

From Advanced Search, query builder, and your saved items (lists and searches), click ‘Push’ (the Salesforce logo). 

Account_Owner.png

If you haven't connected your Salesforce account yet, you can expect the button to say 'Connect to CRM'.

After doing this, an account record will be created in your Salesforce (containing company name, company website, and short description).

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.