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The left-side Navigation menu includes actions you can take within Crossbeam to manage partnerships and data sharing. When you select an icon, it will open an expanded menu with relevant features to select, and your workspace will reflect the selected feature.

On the Crossbeam Homepage, scroll the page to explore pending requests, overview of ecosystem insights, sales, account mapping, and Shared Lists activity.

Always located at the top of workspace is the Search Bar. You can use this to find your partners or search new partners and send invites directly from the Search Bar.

Next to the Search Bar is your Avatar. Click on this helpful tool to access Crossbeam resource links, including:

✍️ Note

If you are not seeing a certain section of the page - don't fret! This just means you do not have data yet. The Homepage will dynamically update and show partnership ecosystem data as your partnerships advance.

Click on the Activity icon to see the latest activity in your account. Take action on data processing events and stay informed on the latest opportunity activity.

View existing Partnerships and Partnership Requests by clicking on the Partners icon. This workspace provides a general view of Overlaps (click See overlaps to access the Report), Populations Shared (click See shared with you to access more information), Potential Revenue, Tags, and date the partnership was established. Additionally, this area provides a search bar to find a specific Partner in the table, filter on the list of Partners, and a button to Invite Partners.

Within the table, click on any of the Partner icons to open the details of the partnership, including:

The Account Mapping workspace allows you to create reports and compare data with your partners to find strategic opportunities to work together.

Collaborate with your partners on a specific account with Shared Lists. Standard users and sales leadership can collaborate in real-time within Crossbeam through Shared Lists.

When you select the Sales icon, you can manage Crossbeam for Sales and open the external link to work directly in Crossbeam for Sales.

Click on Measure icon, click on Ecosystem from the side panel to see your Ecosystem, or click on Attribute to attribute revenue to your partners and identify key partnerships.

Data & Sharing can be located under the Data icon. From the expanded side panel, click on Data Sources, Populations, or Integrations to explore these features.

Access the Settings icon to update Organization Settings, change your Team Roles, review your Plan & Billing settings, explore Overlaps, and adjust your Profile & Preferences.

❗️Important

Some features are limited by your Crossbeam plan. Visit your billing page here to explore subscription options and to upgrade your account.

🎓 Sign in to Crossbeam Academy to learn more!