Team Management

Post author

As a Crunchbase Pro user, you can access team features to collaborate with your colleagues, streamline operations & share knowledge together. 

Team owners and administrators can drive team wins with operational efficiencies like team and seat management, single sign-on, shared CRM connection and group invoicing.

  • Team & seat management: Team owners can create a team, invite users, purchase seats, and allocate member permissions.
  • Single sign-on: Simplify access & make it easy for your team to log in with single sign-on providers like Okta
  • Shared CRM connection: Make one connection to Salesforce, which reduces the risk of hitting your shared data limits.
  • Group invoicing: Access your team’s subscription and payment information in one place.

As a member of a team, you can use new productivity tools like shared notes and tags to collaborate with your colleagues. Prioritize prospects by adding shared notes or tags to target profiles & search to keep track of accounts. 

  • Shared notes: Write notes on company profiles, share with team members and search by keywords found in shared notes.
  • Shared tags: Tag companies based on category in company profiles, and easily search or exclude for specific shared tags in search.

Learn more about Teams here: Knowledge Center: Teams



Post is closed for comments.