In this article:
What are Populations?
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.
Create a Population
Click on Data from the navigation menu, select Populations from the dropdown options.
On this page, you'll see the three Standard Populations:
Customer
Open Opportunities
Prospects
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:
Select a data source from the Data Source menu
Add Optional Population description
Select the specific object you're using in your data source.
β
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.
Pre-Applied Filters
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.
Example: For a Customer Population in Salesforce, Crossbeam might auto-apply
Stage = Closed Won
orAccount Type = Customer
as default filtersA tooltip will display next to each filter shows why it was suggested
You can edit, remove, or add filters at anytime
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.
Set Sharing Default
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.
Manage Populations
Select Data from the navigation bar and Populations from the dropdown options.
For each Population, you can:
Click the pencil to open the Population Builder and adjust filters
Click the three dots to adjust: sharing, duplicate or delete the population or export
π Sign into Crossbeam Academy to further explore Populations!
Related Articles