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 O'Niell avatar
Written by Lindsey O'Niell
Updated over a week ago

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.

Click the arrow in the upper left corner of the Record Detail page to 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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