In this article:

Overview

Deal Navigator is a table view of open opportunities that overlap with your partners’ customers, enabling users to focus on the most promising deals and partnerships. Designed for sales managers and individual sellers, Deal Navigator enhances sales efficiency by leveraging Ecosystem Intelligence to prioritize deals and surface key partner insights.

For Sales Managers: Track and oversee your team's top-priority deals with partner overlap insights
For Individual Sellers: Focus on assigned opportunities and collaborate directly with partners

How to Access Deal Navigator

Explorer Plan

Access: Limited

Details: Full-access users can view a limited amount of rows

Connector Plan

Access: Full access for Sales Manager seat users

Details: Sales Manager Seat includes Opportunity Owner filter option and shared list functionality

*Legacy sales seat users on Connector will have access to Deal Navigator.*

Supernode Plan

Access: Full access for Sales Seat users

Details: Sales Seat users access Deal Navigator in Crossbeam and can access it in their Salesforce instance

✍️Note

To upgrade your account, visit the Plan & Billing page.

Understanding Deal Navigator

From the left-side Navigation Menu, click on Deal Navigator, and your workspace will display Deal Navigator.

Sort by Top Opportunities

Deal Navigator automatically highlights high-priority opportunities using smart sorting logic based on:

Deal Size – Larger deals appear first
Close Date – Prioritized if the expected close is within the next 14 days
Stage & Activity – Late-stage deals that haven’t seen activity in the past 3 days are surfaced to prompt action

Ecosystem Intelligence Signals

Ecosystem Intelligence surfaces recommended partners based on key relationship signals:

Recent Wins – Partner recently closed a deal with the account (last 3 months)
New Contacts – Partner added 1+ new contacts at the opportunity level
Long-Term Relationship – Partner has had the account as a customer for 2+ years
Missing Contacts – Partner has key contacts not in your CRM
Crossbeam Activity – Partner has shown recent engagement on Crossbeam

Using Filters

There are several filters you can apply to the table that help you narrow your focus and surface the most valuable opportunities:

Stage: Filter by the stage of the opportunity to prioritize deals in later phases
Deal Size: Focus on high-value opportunities by selecting larger deal amounts
Close Date: Zero in on deals expected to close within a specific timeframe
Partner: Filter by partner to identify opportunities with relevant overlaps
Opportunity Owner (Sales Managers only): View and filter opportunities by rep to manage and coach effectively

Use these filters in combination to get a targeted view of your most actionable pipeline.

In the table, select an Action icon or click in the Account row to open the Account Detail Drawer in a side panel. From here, you can explore account highlights, see trusted partner contacts, and most notable account activity.

In the Account Detail Drawer, click on:

Account Tab

The Account workspace provides key partner insights for the account you’re looking at and company information.

Partners Tab

Message partners directly by clicking on the Message button to request warm intros or align on deal strategy.

Contact Tab

The contact tab surfaces contacts partners and provides additional context based on the shared number of partners and partner activity. Ecosystem Intelligence signals are also piped into these contacts to help you know who the decision-maker might be, or who just recently had activity with your key partner.