Shared tags are custom labels available for Crunchbase Pro and Crunchbase Business customers. Shared tags can be added to any organization profile to help you and your team track and prioritize prospects.
By grouping accounts with shared tags such as “SaaS Accounts” or “Q2 Prospects,” individuals and team members can quickly understand which accounts have already been vetted, and of those, which are most important.
To add a tag to a profile, click the blue Actions button, then select Manage Tags from the dropdown.
This will open the following pop-up, where you can select an existing tag to add to the profile, or create a new one.
Once you’ve added a tag, it’ll show up here, at the top of the profile page.
By clicking into a shared tag, you’ll be brought to search - here’ll you’ll find a list of all entities including that particular tag.
In search,
To see a comprehensive list of all shared tags for you and your team, click the Shared Tags option from Dashboard dropdown in your top global navigation.
Here, you can search your list of existing tags, or create a new one.
Hover to the right of the tag name to edit or delete it.
Need help or guidance? Reach out to us at prosupport@crunchbase.com or post your question in the Crunchbase Community.