The top menu includes actions you can take within Crossbeam to manage partnerships and data sharing:
View your existing partnerships and drill down into overlap summaries. From the Partners page, you can also Request Data, Share Your Data, and Invite Partners. When you click into a specific partner, you can see the sharing rules that are in place:
Select populations that you and your partners have already created to compare data in a Report. Crossbeam will return results detailing the overlaps in your populations for you to analyze and export, or push to Salesforce. Get alerts on new Report overlaps via Slack or email.
Collaborate with your partners on a specific Account with Threads. Work directly in Crossbeam after you uncover an actionable overlap.
Discover more about notifications here.
Pop out menu
Navigate to the menu in the upper right corner to access:
This is also where you can access Crossbeam's documentation and contact support.
Use universal search at the top of the page to search for partners, populations, and records. Typeahead results will populate with all matching results.
Tip: use shortcut cmd+/ to access universal search without clicking.