In this article:
🚨 Update: Account Mapping Redesign
Crossbeam has redesigned Account Mapping Reports into the new Lists experience, including:
A unified Lists workspace for managing account overlaps
Private-by-default List creation
Updated access roles & sharing options
New UI with clearer overlap details
Notes for internal collaboration
Learn more about what’s changed → here
Learn how to use the new List→ here
Manage your List by filtering and sorting, configuring columns, sharing, collaborating with Notes, and taking actions like exporting, duplicating, and deleting.
Where to Find Your Lists
The Lists Hub is the central location for all Lists, including historical Lists.
From the Lists Hub, you can:
View All Lists, Your Lists, and Lists shared with you
Create new Lists or start from System Lists
Filter Lists by Partner Overlaps or Owner
Organize Lists into folders
You can use the search bar in the Lists Hub to find a List by name.
Once you locate a List, click on it.
✍️ Note
Saved Reports are only available on the Connector and Supernode plans. To upgrade your account, visit the Plan & Billing page.
How to Add Filters to a List
Filters narrow down accounts to specific use case criteria. For example, you can view records based on account type or geographic region. As long as the field exists in your data, you can apply the filter.
Select the Filter button at the top of the list:
Select a data source:
Click Crossbeam to select your Populations, Partner Populations, or Partner Tags to apply to the List
Or select a specific CRM to filter by the available data fields
Click Apply when done
To apply more granular filtering, open an applied filter and click Convert to Advanced Filter
Filter fields by using the comparison operators such as is, is not, is empty, and contains to define filter logic
Add additional object fields such as on Account, User, or Opportunity
Edit as needed and click Apply when done
Click Apply when done.
Additionally, you can apply a filter within the column header with an arrow.
😎 Pro Tip
Before exporting, use filters to refine your data. This helps you get more targeted results and stay within record export limits.
How to Sort a List
You can sort the List by using either the column header arrows or the Sort button. From either option, select Ascending or Descending to apply the order to the List.
Sorting can be combined with filters to focus on the accounts that matter most.
How to Configure Columns
Configure Columns
To configure columns:
Click the Configure Columns button in the List to open the Configure Columns modal
Expand the options under Your Data and Partner Data
Click the box next to the data to add or remove it from the List
The Organize Columns area allows you to rearrange or remove Columns from the List based on the data you have selected
Click Save to return to the List
How to Share a List
✍️ Note
The Share button is disabled until a List has been saved. Once saved, the Share button becomes active.
Lists are private by default and dynamic, meaning they update automatically as accounts enter or leave the filter criteria. Sharing a List gives others visibility into that view. Admins have Edit access to all Lists by default, regardless of whether the List has been explicitly shared with them.
After saving the List, click the Share button.
Add name or email, click Share
Adjust the List access for the team member
Set the access level for the team member:
Manager: can create, edit, delete, add Notes, and share the List
Editor: can create, edit, delete, and add Notes
Commenter: can view the List and add Notes
Viewer: can view the List
You can see who has access to a List by hovering over the Shared With column in the Lists Hub or by opening the List and clicking Share.
Using Notes
Notes
Notes are available in all Lists
Notes are List-specific, preventing conflicting context
Users with Manage, Edit, or Comment access can add Notes
Unread Notes appear bolded
Notes are included in List exports
Note Notifications
Notifications are sent when someone adds a Note or mentions you
Admin and core users receive notifications for Lists they are added to
Sales users receive notifications only for Lists they have access to
How to Export a List
In the list, click the Action button and select Export from the dropdown options.
Once the export is complete, an email will notify you.
Click the Download Export button in the email.
😎 Protip
Before reaching your record export limit, consider List notifications. You can get alerted via email or Slack whenever new accounts are added to a List.
See List Notifications to get started.
How to Duplicate or Delete a List
In the list, click the Action button and select Duplicate or Delete from the dropdown options.
Confirm selection
Duplicate
Delete
‼️ Important‼️
Deleting a list is permanent and cannot be undone.
Organizing Lists in the Lists Hub
Beyond viewing and accessing Lists, the Lists Hub lets you keep things organized.
Folders
To add a List to a folder or create a new folder:
Check the box next to one or more List
Once selected, the Action button will appearClick the Action button
Choose an existing folder to move the List(s), or select New Folder to create one
To delete a folder:
Open the folder
Click the edit (pencil) icon
Select Delete Folder
Lists – Explorer Plan Changes
Effective March 4, 2025, the Free Explorer plan will no longer support record exports.
‼️ Important: If you were a Free Explorer customer before March 4, 2025, you’ll keep your current export functionality until July 1, 2025.
Still need exports? If your partner is a Supernode or Enterprise customer, you will automatically receive an Account Mapping Pass, which allows you to export up to 100 records. Click here to learn more.
🎓 Sign in to Crossbeam Academy to further explore Lists!
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