What are Threads?

Threads are a way to collaborate with your partner on a specific Account. Get rid of those old spreadsheets and work together on a set of Accounts directly in Crossbeam. Get the AE info you need to facilitate introductions, carry on conversations about the Account, leave yourself internal notes, set due dates and assignees to keep your pipeline flowing, and set whether an intro was given or received. All of this allows you to manage your partner collaboration without needing to have a joint spreadsheet. 

Can I use Threads if I'm using the free version of Crossbeam? 

You can! Since you can't see specific Accounts or Leads that overlap with your partners in the free version of Crossbeam, you will not be able to create a Thread with a partner. However, your partner can create a Thread with you, allowing you to collaborate with your partner on Accounts and Leads you have in common. 

Think of it as your partner doing a 1-off data share of Account name or Lead name with you for the purposes of collaboration. 

Here is a quick tour of our threads feature!

Learn more about Threads

Viewing a List of Threads
Creating Threads
Using Threads

Did this answer your question?