In this article:
Overview
We’re rolling out a new navigation bar to support a more scalable and intuitive experience across our expanding platform.
What’s New
Faster access to your most-used features: Populations, Partners, and Reports
Streamlined categories for Ecosystem tools and Insights
Dedicated Copilot section that brings together Get Intel, Playbooks, and more
Clear organization for settings, integrations, and account-level management
Action-first pathways to help you jump straight into lead discovery and prospecting
Sales-Specific Updates
Sales seat users will now land on Deal Navigator in the Crossbeam Core app as their homepage
Users accessing sales.crossbeam.com will be redirected to the Deal Navigator page in the Core app
Crossbeam for Sales Settings are now located under the general Settings tab and renamed Sales Settings
Full Access Seat User View
If you hold a Full Access Seat, you’ll notice a more organized structure that reflects the tools and insights you use every day.
The new navigation is grouped by focus area: Ecosystem, Revenue, and Workspace. For the Full Seat user, they will start in the default to the Ecosystem section.
Ecosystem Focus Area
Home to partner-focused tools like Partner List, Mapping, Collaborate, and Attribution.
Partners
Partner List
Pending Requests
Sharing Dashboard
Mapping
Create a Report
Saved reports
Collaborate
Messages
Shared Lists
Attribution
Revenue Focus Area
Includes sales-focused tools like Deal Navigator, Performance, Shared Lists, and Messages from Crossbeam for Sales.
Deal Navigator
Performance
Workspace Focus Area
Data
Data Sources
Populations
Integrations
Settings
Organization Settings
Profile & Preferences
Alerts
Sales Seat User View
For users in a Sales Seat, the new navigation is tailored to reflect your daily workflow. Once logged into Crossbeam, the default view will be the Revenue section, that include Deal navigator, Messages, and Settings.
