Explore several tools and quick-action features in the top banner that help you interact with the company, track updates, and integrate data into your workflow.
How to follow a company?
The Follow feature allows you to track important updates related to a company without manually checking its profile. Once you follow a company, you will receive updates about important developments such as funding rounds, acquisitions, leadership changes, and other major updates.
From the top navigation → Click on the “Follow” button.
How to connect with Founders or Key People?
To connect with founders or company leadership:
From the top navigation → Click on “Connect”.
From here, you can choose to connect via LinkedIn, email, or request an introduction, depending on the available contact options.
Select LinkedIn to visit the person’s profile and send a connection request
Select Email to send a message directly
Select Get Introduction to request an introduction through Tracxn’s network
How to add Company to a List?
To organize companies into custom lists:
From the top banner → Click on “Add to List”.
This allows you to create and manage lists for tracking companies relevant to your research.
How to add Notes to a Company?
To add your own comments or observations:
From the top banner → Click on the three-dot menu (⋯) → Select “Notes”.
You can also attach files and control visibility of the notes within your account.
How to add Company to CRM?
To add the company to your deal pipeline:
From the top banner → Click on “Add to CRM”.
You can add the company to Tracxn Deal Flow CRM or other integrated CRM systems.
How to download a Company Profile?
To download the company profile:
From the top banner → Click on “Download”.
This allows you to export the company information for offline analysis.
Suggest Edits or Request Data Updates
To update missing or incorrect information:
From the top banner → Click on the three-dot menu (⋯) → Select “Suggest Edits” or “Request Update”.
You can submit the request along with supporting information for review.