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Create a List Using Crunchbase Starter

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Crunchbase Product Team
  • Updated

While Searches help you find results that match your criteria, Lists allow you to follow specific profiles. It’s a simple way to monitor prospects, investors, or your next unicorn.

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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

 
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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!

 
Save_New_Profile.gif

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. 

 

 

Need help or guidance? Post your question in the Crunchbase Community.   

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