Use Standard Populations to know what data is being compared between you and your partners. After your data source has been processed, head on over to the Populations area to create Populations.
Watch this overview to learn how to build a population in Crossbeam.
Create a Population
From the left-side Navigation Menu, click on the Data icon. This will open the side panel for Data & Sharing, select Populations from the panel options, and your workspace will display the Populations area.
Under Populations you will see the three Standard Populations:
Customer, Open Opportunities, and Prospects
Each Population has a Create button
Click the Create button to build a Population
This will take you to the Population Builder area.
Population Name will be pre-filled based on the Population you selected
Add Optional Population Description
Select your Data Source from the Data Source menu
Under File the Name will be pre-filled base on the CSV file you uploaded or you can click the drop-down menu to select a different file
Click Continue to start the process of building Populations.
Any Data Source that you have previously configured will show up here or click Add New Data Source from the population builder if needed.
Next, depending the Data Source, you will need to select a File or a Table. This will vary depending on the Data Source:
For any CRM Data Source you will see drop-down options for a Table
For a CSV File Data Source you will see drop-down options for the names of the files you have previously uploaded
Once you select a table or file, you can click Continue to the next step, Filters.
Filters allow you to segment your data and create a more specific population. To add filters, click the drop-down menu to Add Table Filters.
Again, depending on the Data Source the filter options will vary.
The example below shows two filters groups on the Population: Account Type is Prospect AND Amount is not empty.
You will be able to preview the Population or save the Population by selecting the appropriate button. After you click Save Population, you will be prompted to select from three Sharing Default options.
Click the Next button to return to the Populations area and repeat these steps for all of the Standard Populations.
🎓Sign into Crossbeam Academy to further explore Populations!