Erika
Crunchbase Community Manager
Articles
Recent activity by Erika
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What is CRM sync?
Team administrators can turn on a shared CRM connection to reduce the risk of hitting your Salesforce or Hubspot data limits. Make one connection for Salesforce or Hubspot, which reduces the number...
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- 3 followers
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- -1 votes
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Benefits of using a digital wallet payment method
We’re introducing digital wallet payment methods to Crunchbase, so you can purchase your subscriptions quickly and securely. We currently offer PayPal, Google Pay, and Apple Pay to simplify the pay...
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- 2 followers
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Can I Apply Similar Companies to Search?
In Advanced Search, you can add a column to see the number of similar companies available for your results. Select ‘Add Column,’ then select ‘Similar Companies’ to view the number of similar compan...
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- 1 follower
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Track ROI
Find out how much money Crunchbase has made your company. Now that you can add Crunchbase as an Account and Lead Source, your team can track ROI. 1. Go into Setup > Accounts > Account Fields2. Fin...
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Exporting Notes and Tags on a Team
To export Shared Notes and Tags, you must add the columns to your Saved Search or List before exporting. Go to the Saved Search or List Depending on what you would like to export - For Saved List...
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- 1 follower
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How do I switch from a digital wallet payment method to a credit card?
You can update your preferred payment method on the Subscriptions & Billing page in your Account Settings. Select Edit Payment to update your preferred payment method or select Remove to delete the...
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- 2 followers
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- 3 votes
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How do I add a digital wallet payment method to Crunchbase?
New customers can connect to their preferred digital wallet payment method right away, while signing up for a trial or purchasing a subscription. Existing customers can connect to a digital walle...
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- 5 followers
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- 7 votes
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What information is needed to check out with PayPal?
To connect your PayPal account, you will be redirected to the PayPal website, where you can log in to PayPal using your email and password. Once logged in, you will need to have a linked credit ca...
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- 2 followers
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- -1 votes
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Crunchbase Unicorn Board Search Template
The Crunchbase Unicorn Board is a curated list of the most valuable private companies in the world. Powered by Crunchbase’s comprehensive data, this list of startups is updated as companies reach u...
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- 2 followers
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- 1 vote
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How to Bulk Unlock/Push Contacts
Crunchbase Pro users can now unlock and/or push up to 10 Contacts to their CRM (Salesforce or Hubspot) at once. This new feature helps streamline the prospecting workflow, and minimizes the manual ...
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- 1 follower
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- 3 votes