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The Record Detail Page

View the details of a specific company or person, including populations where they appear, and any data shared by your partners.

Lindsey DeFalco avatar
Written by Lindsey DeFalco
Updated over 2 weeks ago

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.


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