Creating Threads

Open a thread to collaborate with your partners on a specific overlapping company or person.

Joy Rudnick avatar
Written by Joy Rudnick
Updated over a week ago

Threads streamline partner collaboration on specific Accounts in Crossbeam. Access AE information, engage in account discussions, add internal notes, establish due dates and assign responsibilities, and track introductions—all without the need for shared spreadsheets.

In this article:

Where to Find Threads in Crossbeam

You can create a thread from three different places:

  • From the Collab Icon, click the Threads option from the side panel. Click on any Thread from the list to see the detailed conversation.

gif showing steps to find threads

  • Click on a Record name within a Report anywhere in Crossbeam to open the Individual Record. Select Threads from the side panel to see current Threads, or on this page, you can click New Thread to get the conversation started.

gif showing steps to find threads

  • From the Home page, click on a Record name in the Overlap Activity table to open the Individual Record. From here you can select Threads form the side panel or click the New Thread button on the workspace.

gif showing steps to find threads

How to Create a Thread

Once you locate Threads, you can click the New Thread button to start a Thread or select a current open (or closed)Thread to continue the conversation.

gif showing steps to create a thread

Thread Types

  • Request: When you need information or an introduction from your partner

  • Assist: When you have information or an introduction that can benefit your partner

  • Discussion: When you're open to exploring potential collaboration without a specific request or offer

screenshot highlighting the three types of thread labels

Manage Threads

To manage your lists of Threads, you can apply filters by: type of Thread, the owner, the partners, when created, and when the Thread was opened.

screenshot of threads list with filtering options

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