🤓 Pro Tip
Visit Crossbeam Academy for short trainings, best practices, and on-demand resources to help you move from setup to success in no time.
Overview
When you first log in to Crossbeam, you'll be walked through a short product tour that previews the value of the platform using sample open data. The tour has four steps:
Prospects Preview — Sample prospects sourced from open data show you what your account list will look like once your data is connected.
Overlapping Accounts — A highlighted row shows how a shared account appears when it overlaps with a partner, helping you prioritize accounts and find a warm way in.
Take Action — Accounts that overlap with several partners are your strongest opportunities. You can export the list to start prioritizing with your sales team.
Connect with Partners — This preview is based on open data. Connecting with real partners gives you confirmed, real-time overlaps across your accounts.
At any point during the tour, click Go to Onboarding to skip ahead to setup.
Click Done on the final step to proceed.
Step 1: Connect a Data Source
Click Complete Setup to begin connecting your data.
Select your data source. A CRM is recommended, but you can also connect a Google Sheet or upload a CSV file.
Follow the prompts to authorize and connect your data source.
✍️ Note
If you need someone else to complete the CRM connection, click Invite Your CRM Admin to send them access. If you run into any issues during setup, use the support chat or email support@crossbeam.com.
Step 2: Define Your Populations
Once your data source is connected, Crossbeam will prompt you to turn your data into Populations—the mapping segments that define which accounts are shared with partners.
Create the following three Populations:
Customers: Your current customers
Prospects: Accounts you're actively pursuing
Open Opportunities: Deals currently in your pipeline
Click Continue when all three Populations are defined.
Step 3: Set Your Sharing Settings
Next, configure how your data is shared with connected partners.
By default, only overlapping accounts are visible to your partners.
To adjust:
Click the dropdown under Sharing Accounts to review your sharing options.
(Optional) Create field presets to customize which fields are shared.
Click Continue when done.
✍️ Note
You can update your sharing settings at any time from your partner settings.
Step 4: Invite a Partner
Finally, invite your first partner to start seeing real overlaps.
Search for a specific partner by company name
Enter a contact email
(Optional) Add a personal message
Click Invite—or click Skip to complete setup without inviting a partner
Once you've completed these steps, your basic onboarding is done.
From here, invite more partners, review your partner list, and start account mapping to uncover revenue opportunities.
🤫 Not sure what to do next? Use the AI Chat in the navigation to ask questions about which partners to prioritize or get ideas on best practices.
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