The Record Detail page exists for every Company and Person in your data. You can access this page by searching for a record using the Universal Search tool or clicking on records from the Dashboard or Reports.

The Record Detail page display three tabs: Information, Timeline, and Threads.

  1. Information - contains all of the information Crossbeam has pulled in from your data source. Additional fields can be added by updating your data source settings.

  2. Timeline - displays all of your ecosystem activity associated with a Company or Person in your data in one historical view — an activity timeline.

  3. Threads - contains all of your discussions related to that particular record.

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