Populations are segments of data from your data source. These Populations align with key stages in your funnel, such as Prospects, Open Opportunities, and Customers
Create a Population
Click on Data from the navigation menu, select Populations from the dropdown options. (or click here)
On this page, you'll see the three Standard Populations:
Customer
Open Opportunities
Prospects
Each standard Population has a create button next to it. Click Create to begin setting up that Population.
This will take you to the Population Builder:
Select a data source from the Data Source menu
Select the specific object you're using in your data source
Add Optional Population description
Click Continue
Next, you will define your Population and apply filters
you will be able to review the data in a preview window before creating the Population
Pre-Applied Filters
When creating a new Standard Population (Customer, Open Opportunities, Prospects), Crossbeam will recommend filters to define your Population quickly to align with best practices for overlaps.
These filters are based on your connected CRM and the fields you've synced, serving as a baseline for that Population type.
Example: For a Customer Population in Salesforce, Crossbeam might auto-apply
Stage = Closed WonorAccount Type = Customeras default filtersA tooltip will display next to each filter shows why it was suggested
You can edit, remove, or add filters at anytime
click Apply Filters when done
If needed, sync additional fields to assist with population building
Adjust Data Settings
On the Data Sources workspace, hover over the three dots at the end of the Salesforce row to reveal the Settings button.
Click on Settings (Click this link) to:
Edit Data Sync: Click Edit Data Sync to open the Customize pop-up, allowing you to add or remove specific fields
Population creation will prompt Default Sharing Setting Options
Default Sharing Settings determine the amount of data a partner will see when you accept their partnership request or they accept yours
Partner Sharing settings will be created at a later time
In Crossbeam, there are three Sharing Setting options:
Overlap counts: You won’t share any account-level details. Partners will only see how many accounts you have in common.
great way to vet your partner overlap before sharing data
Share overlaps: Only accounts that overlap with your partners will be shared.
control the data sets you share with partners out of the gate
Share all: All accounts will be shared — including both overlapping accounts and non-overlapping accounts (Greenfield sharing).
Greenfield sharing lets you identify non-overlapping accounts with your partners, helping you uncover new leads for joint campaigns.
