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Crunchbase Product Team

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Articles

Recent activity by Crunchbase Product Team

  • Can I filter out what is already in my CRM from search?

    By using the 'Exclude From This List' filter, you can exclude organizations in a list from the search results. The 'Include From This List' and 'Exclude From This List' filter are options availabl...

    • Updated
    • 2 followers
    • 0 comments
    • -2 votes
  • What versions of Salesforce does this integration support?

    This integration works with the following versions of Salesforce that support connected apps: Enterprise, Unlimited, Developer, Performance, and Professional (only with API access). That said, be s...

    • Updated
    • 3 followers
    • 0 comments
    • -1 votes
  • What does a subscription to Enterprise look like?

    If you have a team of 10+ individuals interested in leveraging Crunchbase, Enterprise would be the right fit for you! Some of the benefits you can anticipate getting would be: Dedicated Customer S...

    • Updated
    • 2 followers
    • 0 comments
    • 2 votes
  • What Can I Do with Crunchbase Pro?

    Crunchbase Pro is a subscription-based software that helps individuals and teams find and close deals through automated prospecting, personalized insights, and key integrations. Fueled by sales int...

    • Updated
    • 4 followers
    • 0 comments
    • 1 vote
  • What do I do if I'm getting a payment error?

    When attempting to purchase or start a trial are you receiving an error message that references an "unexpected error"? Below are a few things to try to help get the issue resolved as quickly as pos...

    • Updated
    • 6 followers
    • 0 comments
    • -28 votes
  • Using Pro, how can I build a search using a list I created?

    If you're looking to build an advanced search using a list that you created, you can do so by including the list or excluding the list from the search results via the filters section. This also inc...

    • Updated
    • 1 follower
    • 0 comments
    • -6 votes
  • Create a List using Crunchbase Pro

    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. 1. Select...

    • Updated
    • 9 followers
    • 0 comments
    • 2 votes
  • Can I export my results?

    Yes, you are able to export your results to a CSV file as long as you are logged into your Crunchbase Pro account. Just click on the Export to CSV icon on the right-hand side above your search resu...

    • Updated
    • 5 followers
    • 0 comments
    • -8 votes
  • Navigating Crunchbase Pro

    1:  Select the profile type you’d like to search from the Advanced Search drop-down on the top navigation Dive into companies, people, investors, funding rounds, acquisitions, schools, or events. ...

    • Updated
    • 19 followers
    • 0 comments
    • 9 votes
  • Searching for Contacts

    Now you can send intelligent email outreach powered by Crunchbase data from the 'Contacts' tab in advanced search. Find the right decision-maker using account-based search filters that indicate gro...

    • Updated
    • 3 followers
    • 0 comments
    • 1 vote