Overview
Partner Invitations helps you identify, organize, and invite prospective partners on Crossbeam. Upload a partner wishlist via CSV, send invitations individually or in bulk, and track invitation status from a single workspace.
Each row shows where it came from, so you always know whether a company arrived From CSV, as a Direct Invite, or From CRM.
Instead of managing partner outreach in spreadsheets, you can maintain a centralized list of target partners, see which companies are already on Crossbeam, and monitor the status of every invitation.
Requirements
Plan availability: Available on all plans (Free, Connector, Supernode, Enterprise).
Permissions: Sending invites requires partnership management permission. Users without them can view the wishlist and its statuses.
How to Upload a Partner Wishlist
Navigate to Partners → Invitations from the left-hand navigation
Click Upload Wishlist
Upload a CSV file containing the companies you want to invite
Include the following columns:
Company Name
Domain
Contact Email Addresses (optional, required for companies not yet on Crossbeam)
Owner Name (optional)
Tags (optional)
Click Add to Wishlist.
✍️ Note
The CSV template to download is available to download from the Upload Wishlist modal.
Invite Partners
After uploading your wishlist, Crossbeam automatically identifies which companies are already on Crossbeam and which are not.
Select the partners you want to invite by checking the box next to the partner name
Click Bulk Invite and add or remove partners from the selected companies dropdown
Click Send Invites
You can send a maximum of 100 invitations per bulk invite action.
Track Partner Status
The Invitations page displays the status of the partner invitations.
Status | Description |
Not Invited | The company has been added to your wishlist but has not yet been invited. |
Pending | An invitation has been sent and is awaiting a response. |
Accepted | The partner has accepted the invitation and joined Crossbeam. |
Declined | The partner declined the invitation. |
Once a company on your Wishlist joins Crossbeam:
A NEW badge appears next to Yes in the On Crossbeam column
The company is counted in the Just Joined status at the top of the page
An in-app notification and email will be sent
The badge clears once you send an invitation or dismiss it.
Manage Your Wishlist
Use the Invitations page to:
Filter your wishlist by Crossbeam account, owner, invite status, or partner tags
Assign an owner to any partner directly from the list
Bulk remove partners by checking the boxes next to them, clicking the Actions button, and selecting Remove
Manage Requests
Partnership requests that other organizations send to you live in the Requests drawer, which you open from the top of the Invitations page. From there you can:
Accept a request to become partners
Decline a request, with the option to share a reason
Revoke a request you sent that is still pending
Declining with a reason
When you decline a request, you can tell the other organization why:
Legal or data privacy restrictions
Bad timing, reconnect later
No formal partnership in place yet
Not the right person
Other
Prefer not to say
You can add an optional note of up to 1,000 characters for more context. Choosing Prefer not to say means no reason is shared with the sender.
If a partner declines your invitation, a View Reason button appears on the request, showing who declined it along with the reason and note, if one was shared. You can re-invite a company that declined at any time, using the same Invite button on their wishlist row.