🚨 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
There are two ways to access the Record Detail page, which exists for every Company and Person in your data:
Use the Universal Search bar at the top of any page to search for a specific record
Click on a record directly from within a Report
On the Record Detail page, you can switch views between:
Account Information – Displays all data Crossbeam has pulled in from your connected data source. To include additional fields, update your data source settings.
Timeline – Provides a historical view of all ecosystem activity related to that Company or Person.
Use the Add to List button at the top of the page to quickly include the record in a Shared List for collaboration or follow-up.