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.
Watch this overview to learn how to build a Population in Crossbeam:
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:
Add Population name
Add Optional Population description
Select CSV Upload 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 add filters, click the drop-down menu to Add Table Filters.
You will be able to preview the Population or save the Population by selecting the appropriate button.
Click Save Population when done.
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 Edit to open the Population Builder and adjust filters
Click the three dots to adjust: sharing, duplicate or delete the population or export
Click the pencil icon next to Sharing Settings to adjust
🎓 Sign into Crossbeam Academy to further explore Populations!
Related Articles