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.
Here is a quick tour of our threads feature!