In this article:

Populations are segments of data from your data source. These Populations align with key stages in your funnel, such as prospects, open opportunities, and customers.

Click on Data from the navigation menu, select Populations from the dropdown options.

On this page, you'll see the three Standard Populations:

Each standard population has a Create button next to it. Click Create to begin setting up that Population.

This will take you to the Population Builder area:

Click Next.

To add filters, click the drop-down menu.

You will be able to preview the Population or save the Population by selecting the appropriate button.

Click Create when done.

When creating a new Standard Population (Customer, Open Opportunities, Prospects), Crossbeam will recommend filters to define your Population quickly to align with best practices for overlaps.

These filters are based on your connected CRM (e.g. Salesforce, HubSpot) and the fields you've synced, serving as a baseline for that Population type.

Adjust the Pre-Applied Filters, review the records, and click Create when done.

Pre-Applied Filters can be adjusted at anytime by return to the Population workspace.

After creating a Population, you will also be prompted to set default sharing settings for each new Population you create.

To fully understand sharing settings in Crossbeam, please click here.

Select Data from the navigation bar and Populations from the dropdown options.

For each Population, you can:

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