In this article:
🚨 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
Create Reports
Click on Mapping from the navigation bar, select the Create Reports button.
✍️ Note
Saved Reports are only available on the Connector Plan and Supernode Plan. To upgrade your account, visit the Plan & Billing page.
Recommended Reports
Crossbeam also provides additional insights into your Ecosystem by highlighting the top account activity and recommending partners for report building.
These recommendations are located on the Account Mapping page.
On the Account Mapping workspace, scroll down to Recommended Reports. Review the recommended partners with top overlaps and click the Create Report button to learn more.
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