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Getting Started with Crossbeam: Onboarding Guide

Everything you need to get up and running on Crossbeam in no time.

Joy Rudnick avatar
Written by Joy Rudnick
Updated this week

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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