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.
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 (Explorer, Connector, and Supernode).
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)
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
Click Actions → Bulk Invite
You can send a maximum of 100 invitations per bulk invite action.
Track Partner Status
The Invitations page displays the status of the partner wishlist.
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. |
When a company on your wishlist joins Crossbeam, you will receive an in-app notification and email so you can connect with them right away.
Manage Your Wishlist
Use the Invitations page to:
Filter your wishlist by Crossbeam account, owner, invite status, or partner tags
Adjust your view by clicking column headers to sort and reorder the list
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