In this video, learn how to set up your account and start account mapping in five steps:
Add a Partner – Invite partners via a link or search in Crossbeam.
Add Data – Connect your CRM (Salesforce, HubSpot, etc.) or upload data.
Create Populations – Organize data into groups like customers or prospects.
Set Sharing Settings – Control what data partners can see.
Analyze Overlaps – Use reports to compare data and gain insights.