In this article:
Overview
The Account Mapping List is part of the new Lists experience, which replaces Account Mapping Reports and consolidates Saved Reports, Shared Lists, and Ecosystem Reports into a single, flexible workspace.
Lists give you a unified way to view, organize, and collaborate on account overlaps across your entire partner ecosystem, with support for dynamic updates, permissions, and in-context collaboration.
With Lists, you can:
Build targeted, highly segmented Lists for internal collaboration
Access pre-defined System Lists for ecosystem visibility, opportunities, or prospects
Filter, sort, and customize Lists to match your workflow
Collaborate using Notes and receive notifications on updates
Track changes automatically with Dynamic Lists or maintain fixed accounts with Static Lists (formerly Shared Lists).
Plan Availability
Capability | Free Plan | Connector Plan | Supernode / Enterprise Plans |
View Account Mapping List | View up to 10 records | ✓ | ✓ |
Create / Edit Lists | — | ✓ | ✓ |
Save Lists | — | ✓ | ✓ |
Internal sharing | — | ✓ | ✓ |
Notes collaboration | — | ✓ | ✓ |
Export Lists | — (limited to Account Mapping Pass) | ✓ | ✓ |
✍️ Notes
Free accounts can only access full Lists when shared by a paid partner.
The Account Mapping Pass applies only to 1:1 Account Mapping, not Account Mapping Lists.
Access Levels and Permissions
Crossbeam Roles
Role | Available Access Levels |
Admin | Manage, Edit, Comment, View only |
Standard | Manage, Edit, Comment, View only |
Limited | View only |
Access Level | Capabilities |
Manage | Create, edit, delete, add Notes, and share Lists |
Edit | Create, edit, delete, and add Notes |
Comment | View Lists and add Notes |
View only | View List |
Users with Standard or Manager access have Editor access on shared Lists by default.
Editors will be able to edit, delete, and add additional team members to existing Lists
Sales Seats
Sales seat users:
Can view, edit, and comment on Lists shared with them
Cannot create Lists
Cannot share Lists
Have access to Deal Navigator and Pipeline Generation
Where to Find Account Mapping Lists
Navigate to Account Mapping from the left-hand navigation.
This List view displays a 360-degree view of your ecosystem that can be refined into focused Lists.
Filter, Sort, and Customize the List
Add Quick Filters
Start with the full Account Mapping List
Select the Filter button
Click Crossbeam to select your Populations, Partner Tags to apply to the List
Continue refining until the List reflects a specific goal or workflow
Convert to Advanced Filters
Click on the quick filter you applied
Select Convert to Advanced Filter to open the Advanced Filtering modal
Layer in more granular data fields and object filters for your data and your partner data to further refine your List
Click Apply when done
Sort the Accounts
Prioritize accounts in your List using the sorting options:
Click the Sort button at the top of the List adjust the view
Sort ascending/descending by clicking the column arrow in the header
Combine with filters to focus on the accounts that matter most.
Configure Columns
Scroll horizontally to view additional columns, including detailed partner overlap indicators.
Further configure columns by:
Click the Columns button to open the Configure Columns modal
Expand the options under Your Data and your Partner Data
Click the box next to the Data to add or remove it from the List
The Organize Columns area allows you to rearrange or remove List Columns
Under Select Columns, expand the options, and adjust the current columns displayed
Click Save to return to the List
Save and Share Lists
Save a List
After applying filters and sorting, select Save as a new list.
After saving, click Action to set up notifications, export the list, duplicate it, or delete the Lists.
Newly created Lists are private by default. The user who saves the List becomes the List owner.
Share a List
After saving the List, click the Share button.
Add name or email, click Share
Adjust the report access for the team member
Lists are dynamic by default and update automatically as accounts enter or leave the filter criteria.
Collaboration and Notes
Notes
Notes are available in all Lists
Notes are List-specific, preventing conflicting context
Users with Manage, Edit, or Comment access can add Notes
Unread Notes appear bolded
Notes are included in List exports
Notifications
Notifications are sent when someone adds a Note or mentions you
Admin and core users receive notifications for Lists they are added to
Sales users receive notifications only for Lists they have access to
Account-Level Insight
Click any account to open the Account Detail Drawer, where you can:
View Partner Impact and partner-level context
See partner overlaps, contacts, activity, and Notes
Take action without leaving the List
Lists Hub
The Lists Hub is the central location for all Lists, including historical Lists.
From the Lists Hub, you can:
View All Lists, Your Lists, and Lists shared with you
Create new Lists or start from System Lists
Filter Lists by Partner Overlaps or Owner
Organize Lists into folders
Dynamic vs. Static Lists
Dynamic Lists update automatically when new accounts meet the filter criteria
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.
Static Lists are useful for 1:1 partner collaboration on targeted accounts.
✍️ Note
All Lists created before December 10, 2025 remain accessible. New Lists are private until shared.
You can view who has access to a List by hovering over the Shared With column or opening the List and selecting Share.