In this article:
Overview
The new Lists experience in Crossbeam has redesigned Account Mapping Reports with a more unified and flexible way to manage your accounts and leads. Lists let you quickly create, organize, and collaborate on dynamic or highly segmented sets of accounts in a central location.
With Lists, teams can:
Build targeted Lists for internal collaboration or external sharing (in beta)
Access pre-defined System Lists for your ecosystem, opportunities, or prospects
Filter, sort, and customize Lists to match your workflow and priorities
Collaborate in real time using Notes and receive notifications on updates
Track dynamic changes to accounts automatically with Dynamic Lists or maintain fixed accounts with Static Lists
This experience consolidates functionality from Saved Reports, Shared Lists, and Account Mapping Reports into a single, cohesive workspace, making it easier to turn ecosystem insights into action.
Consolidated Navigation
Click Account Mapping to display a list view of account overlaps across your entire partner ecosystem. Sort, apply filters, configure data columns, and Save as a new List.
Lists Hub
The Lists Hub centralizes all Lists,including historical Lists into one central location.
The Lists section will now also include All Lists, Your Lists, and Lists that have been shared with you
From the New button, users can create a new List or use a pre-built System Lists
Filter by Partner Overlaps and Owner
Dynamic vs. Static Lists
Most Lists in Crossbeam are dynamic, meaning they automatically update whenever new accounts match the filter criteria you set.
Static Lists: These are your current externally Shared Lists and are composed of a fixed set of accounts. They do not automatically update when new accounts match filter criteria, but they will continue to be available for reference and collaboration with partners.
Want to share dynamic Lists externally with your partners?
Lists Access and Sharing
We've introduced new sharing capabilities, which include the option to share with your internal team members. Sharing access is tied to existing Crossbeam permissions:
Lists Access for Full Access Seats
Crossbeam Role | Available Access |
Admin |
|
Standard |
|
Limited |
|
Access level | Access capabilities |
Managed | Create, edit, delete, and add Notes, and share Lists |
Edit | Create, edit, delete, and add Notes |
Comment | View Lists and add Notes |
View only | View Lists, including definitions and results |
✍️ Note
Sales seats users can edit, comment, and view Lists shared with them. Sales seats will not be allowed to share Lists.
Users with Standard and Manager Crossbeam access will have Editor access in Shared Lists
Editors will be able to edit, delete, and add additional team members to existing Lists
Users with Limited Crossbeam access will have View Only access in Shared Lists
Crossbeam Admins will have Edit access to all Lists by default
You can change someone's access by opening the Lists, clicking Share, and then removing them or updating their access level
All historical Reports (now called Lists), created before December 10, 2025, will maintain access for everyone within your organization. Any new Lists created will be private to you by default unless shared. Anyone who creates the List will be the List owner.
You can easily see who has access to Lists by hovering over the Shared With column on the Lists workspace, as well as clicking to share a List. If the List is shared with all, the organization name will appear in this column.
List Notifications
Role-based notifications:
Admin users: Activity in all Lists they have been added to
Non-admin core users: Same as admins
Sales users: Only activities in private Lists they have access to
Note: Notifications include in-app and email alerts.
Lists User Interface Refresh
We’re bringing the new Deal Navigator look and feel into the rest of our Lists for one cohesive experience.
The Overlaps column you're used to in existing Lists has been broken into separate columns for Is a Prospect of, Is an Opportunity for, and Is a Customer of when applicable.
Filtering, sorting, and configuring columns follows the same workflow that currently exists. You can also edit, set up notifications, export, duplicate, and delete your List from the Actions dropdown.
To dive into accounts further, click anywhere to open a detailed breakdown with access to Partner Overlaps, Contacts, Notes, and Activity.
Collaboration and Notes
We're bringing in and refreshing the Notes functionality you already know and love from Shared Lists into all Lists.
Users who have Manage, Edit, or Comment access within a List will be able to leverage the Notes capabilities to collaborate. Simply click within the Notes field to add a new Note. New Notes will be indicated via a bolded weight, while already read Notes will not be bolded. Notes are now included in exports.
Clicking into a Note will open the Notes section in the Account Details Drawer for additional insight. Note history is contained within the current List and does not currently follow the account or opportunity to other Lists at this time. Users can add a new Note or reply to an existing Note for further collaboration.
✍️ Note
Notes within Lists are currently only available to your internal organization at this time.
FAQs
Why is the “Share” button disabled when I create a new List?
You’ll need to save the List first. Once it’s saved, the Share button becomes active, allowing you to invite internal collaborators.
Are newly saved Lists visible to my team by default?
No, new saved lists are only visible to the creator and admins until shared.
How are folders and Lists sorted now?
Folders are shown based on creation date and by most recent changes made by the user. For example, newly created folders and recently renamed folders would appear first. This makes it easier to return to Lists and folders you’re actively using.
What about old Shared Lists?
Historical Shared Lists are accessible via the Lists Hub and are static. They remain available alongside dynamic Lists.
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