Sophie Chitsaz

Adjust Settings for Pushing Contacts to Salesforce

When you first push a contact from Crunchbase to Salesforce, you will be asked to choose to push as a Lead or a Contact. This selection will automatically become the default for your convenience. Y...

• Sophie Chitsaz
• Updated November 17, 2023 18:52
• 1 follower
• 0 comments
• 0 votes

Why Can’t I Set My New Password?

Check out this article HERE for steps on how to reset your password. If you find that the blue Save New Password button isn’t clickable, this most likely means you are using a password that you hav...

• Sophie Chitsaz
• Updated November 16, 2023 21:15
• 1 follower
• 0 comments
• 0 votes

Saving a Shared List

You can save a list that’s been shared with you following a few easy steps. STEP 1: Open the list link that has been shared with you. It should look something like this:   STEP 2: Select the check...

• Sophie Chitsaz
• November 16, 2023 20:12
• 1 follower
• 0 comments
• 0 votes

Data Boost | Data Field Definitions

Find a library of the available data fields and their definitions for each of our data boost and data partner apps below.  DATA BOOST BuiltWith Category Represents the primary type of techn...

• Sophie Chitsaz
• Updated November 07, 2023 21:20
• 1 follower
• 0 comments
• 0 votes

Export Notes or Tags to CSV

As a paid Crunchbase user with a Pro subscription or Enterprise license, you can export your notes and tags to a CSV file. *Please note that the export feature is not available during the trial per...

• Sophie Chitsaz
• Updated October 31, 2023 21:00
• 1 follower
• 0 comments
• 0 votes

Contact Data: Confidence Scores

• Sophie Chitsaz
• Updated October 24, 2023 17:35
• 1 follower
• 0 comments
• 0 votes

How do I view financial data on Crunchbase?

New to Crunchbase? We’re beta testing an improved registration flow for our free users. Find out how to get the most out of your Crunchbase experience below! To view financial data on a profile pag...

• Sophie Chitsaz
• Updated September 07, 2023 23:10
• 1 follower
• 0 comments
• 0 votes

SOC 2 Compliance

What is SOC 2? Developed by the American Institute of CPAs (AICPA), SOC 2 defines criteria for managing customer data based on five “trust service principles” - security, availability, processing i...

• Sophie Chitsaz
• Updated August 25, 2023 22:37
• 3 followers
• 0 comments
• 1 vote

Data Privacy & Compliance at Crunchbase

Crunchbase is committed to being a trusted and secure platform for best-in-class company data. Most recently, Crunchbase acquired Service Organization Control 2 (SOC 2) Type II compliance. Earning ...

• Sophie Chitsaz
• Updated September 06, 2023 17:18
• 18 followers
• 0 comments
• 39 votes