Crunchbase Staff
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Recent activity by Crunchbase Staff
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What information from Crunchbase is included in the account record I create?
You can sync up to 50 accounts you find in Crunchbase directly to your CRM at once, and even see which accounts are already there. Each account that you own in Salesforce will automatically be adde...
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- 3 followers
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- 1 vote
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Connecting to the Salesforce Integration
In order to start saving to your Salesforce account, you’ll first need to login or register for a Crunchbase user account here! Navigate to the Marketplace tab your account settings by clicking th...
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- 6 followers
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- 11 votes
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Definitions & Permissions of Team Roles
Owner is the initial purchaser of the subscription and the only member on the team who can view invoices (if the subscription was purchased via self serve). Crunchbase Business team owners must con...
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- 5 followers
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- 7 votes
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Last Activity in CRM
When you’re prospecting, you can now see the Salesforce account owner and last activity in search results, on company profile pages and on the Recommendations page in Crunchbase. When the ‘CRM A...
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- 5 followers
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- 7 votes
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CRM Account Owner
When you’re prospecting, now you can see which of your team members own an account in Salesforce. You can also see the recent activity date to make the most informed decisions when prospecting. The...
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- 3 followers
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- -2 votes
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How do I get contact data?
All Crunchbase Business customers have access to view 10 contacts per month for free. *Please note that these contacts do not accrue, and expire at the end of each month. If you'd like more contac...
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- -10 votes
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How do I send an email using the engagement suite?
To send an email using the engagement suite, first ensure that you have connected your email account. *Please note that this email integration feature is only available for Crunchbase Business cus...
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- -1 votes
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How to track emails sent through the engagement suite in your CRM
As a Crunchbase Business customer, you can use the engagement suite to send pre-built email templates tailored to your prospects. Add snippets that integrate intelligent insights about them into yo...
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- -4 votes
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When does my Contacts subscription renew?
(The following article applies to Crunchbase Business customers who have a monthly package of 100, 250, or 500 contacts.) Contact data packages auto-renew on a monthly basis. To find out when your...
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How Do I Find My Target Companies on Crunchbase?
In your role, you may be tasked with identifying new targets for their outreach. With Crunchbase, you can search for specific companies and people to introduce to your product that fit your selecte...
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- 4 followers
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- -8 votes