What is it? 

Subscribe to notifications on a specific report to receive targeted as-it-happens updates on overlaps that occur within the report. 

You can get notified via email or have your updates post in a Slack channel of your choosing once you install our new Slack App

What can I do with it? 

  • Subscribe your AEs to reports that are specific to their overlaps to keep them in the loop of any new partner overlaps for the leads or accounts they own. 
  • Keep up to date on any new overlaps for any of your reports so you don't have to check Crossbeam constantly for new overlaps. 
  • Get notified where you already work - in Slack - when a new overlap happens with a partner 
  • Give your whole team visibility into any new overlaps by having them post in a public Slack channel
  • Set up a notification in a shared channel for a report that you share with the partner in that channel so you're both kept up to speed on new opportunities for collaboration. 

Keep in mind: these notifications are visible to everyone in a slack channel, so never set up a notification for a report that includes a specific partner in a shared channel that has a different partner than the one specified in the report. 

How do I use it?

Hop into one of your reports and you'll see a new button in the footer of the report - "Notification Settings". 

Click on the "Notification Settings" button and you have two options:

  1.  Enter the email address of anyone (even non-Crossbeam users) that you want to receive the overlap results via email. You can enter as many as you'd like. 

2. Select a Slack channel you'd like notifications to go to. You may only select public channels from your workspace at this time.

Note: if you haven't connected Slack, click the "Connect to Slack" button that will be in place of the channel dropdown.  

What do the notifications look like? 

Email

Slack

Learn More about Reports

Reports Overview

Creating a Report

Viewing a Report

Editing a Report

Duplicating a Report

Deleting a Report

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