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
Clearer categories for Ecosystem tools and Insights
Dedicated sections for settings, integrations, and account-level management
Dedicated Copilot section that brings together Get Intel, Playbooks, and more
Action-first paths to jump straight into lead discovery and prospecting tools
Simplified view that removes distractions and prioritizes what matters to sellers
Full Seat Users: Log in to Crossbeam and the default view is to the Partner activity
Sales Seat Users: Log in to Crossbeam and the default view to the Deal Navigator to star with sales-focused insights
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, Sharing Dashboard, Directory (Partnerbase), Mapping, and Attribution.
Partners
Partner List
Sharing Dashboard
Shared Dashboard
Directory
Mapping
Create a Report
Saved reports
Attribution
Revenue Focus Area
Includes sales-focused tools like Deal Navigator, Performance, Shared Lists, and Messages from Crossbeam for Sales.
Deal Navigator
Performance
Collaborate
Messages
Shared Lists
Workspace Focus Area
Data
Data Sources
Populations
Integrations
Settings
Organization Settings
Team
Roles & Permissions
Plan & Billing
Profile & Preferences
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, Performance, and Collaborate (Messages & Shared Lists)
