In this article:
Overview
When you invite a partner to Crossbeam, Crossbeam's Partner Activation team can be copied (cc'ed) on the invite automatically. This gives them visibility to proactively reach out and help your invited partner get set up faster.
This option only appears when you're inviting a contact whose organization isn't already a paying Crossbeam customer.
Plan Availability
✍️ Note
This option is available on Connector, Supernode, and Enterprise plans. However, Enterprise customers can only use this option when inviting paid partners, not free-plan partners.
Not yet confirmed against the Linear spec, which doesn't mention any exclusion tied to the inviting customer's plan—clarify with Adèle—”available to all paying customers except enterprise inviting free orgs” from the request.
How It Works
Navigate to Partners from the left-hand navigation
Click +Invite Partner
Search for your partner or copy your invite link as usual
If your partner's organization isn't already a paying Crossbeam customer, you'll see a checkbox labeled "Cc our Partner Activation team to help them get set up." This is checked by default
Uncheck the box if you'd rather not loop them in
Click Invite
When the box is checked, Crossbeam's Partner Activation team (partnersactivation@crossbeam.com) is visibly cc'd on the invite email your partner receives, along with a line explaining who they are and why they're there. A Crossbeam team member may then reach out directly to help your partner get onboarded.
✍️ Note
This option doesn't appear when inviting a partner organization that's already a paying Crossbeam customer.
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