In this article:
Overview
We’re rolling out an updated 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
Feature | Changes |
Search bar | Moved into the navigation |
Ask AI | Moved in the navigation |
Pipeline Generation | Moved from Deal Navigator into the main navigation |
Lists | Central hub to find, manage, create, and share all Lists |
Messages | Replacing Collaboration |
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 top of the navigation includes Search, Notifications, and Ask AI.
The 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
Partners
Partner List
Pending Requests
Sharing Dashboard
Lists
Messages
Performance
Attribution
Revenue Focus Area
Account Mapping
Deal Navigator
Performance
Workspace Focus Area
Data
Data Sources
Populations
Default Sharing
Integrations
Settings
Organization Settings
Sales Settings
Team
Roles & Permissions
Plan & Billing
Profile & Preferences
Labs
Sales Seat User View
For users in a Sales Seat, the navigation is tailored to reflect your daily workflow. Once logged into Crossbeam, the default view will be the Revenue section, which includes Pipeline Generation, Deal Navigator, Lists, Messages, and Settings.
