Whether you were invited by a partner or signed up independently, onboarding in the Crossbeam platform is simple. Follow these key steps to unlock the full value of Crossbeam, from initial setup to discovering valuable revenue opportunities, quickly and confidently. Let's get started.
🤓 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.
Accept or Send an Invitation in Crossbeam
If you were invited by a partner:
You’ll be prompted to review and accept their invitation to connect.
If you're signing up independently:
Start by inviting your first partner:
Click Invite a Partner
Search for their company name
Add a contact
(Optional) Include a message
Click Invite
You can invite more partners or click Cancel to move on.
Connect a Data Source
Click Connect a Data Source to begin
A CRM is recommended, but other data sources are supported
You can also invite your CRM admin to connect the CRM if you are unable to complete this step
Once connected, you’ll define which data Crossbeam should use by creating Populations (your customer, opportunities, and prospect data segments).
Click Define Your Customers and Prospects
Create the three required Populations
Click Continue when done
Sharing Settings
Next, click Default Sharing Settings to configure your default data sharing preferences
Crossbeam recommends Sharing Overlaps, click on Sharing Overlaps to see more sharing options
Click on Crossbeam default preset to adjust the fields being shared
These settings can be adjusted at any time, giving you full control over your data visibility.
Discover Revenue Opportunities
Once setup is complete, Crossbeam will recommend partner connections that align with your data.
Explore these partner suggestions to expand your ecosystem
Use Crossbeam insights to identify overlapping accounts and turn them into pipeline
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