In this article:
Request Shared Data Overview
To collaborate effectively in Crossbeam, both you and your partner need access to the right data. For example, if you want to identify and contact your partner’s account owners, they’ll need to share that information with you. Crossbeam make it easy to do this with the Request Data feature.
How to Request Shared Data
Click Partners from the menu, and select Partner List from the dropdown options.
Click on a Partner name to open the Partner Detail page
Select the Shared with You tab to view the populations your partner is currently sharing
Click Request Data next to a Population
Add a message to provide context for your request (optional)
Click Send Request
Your partner will receive in-app notification and an email (if they have email notifications enabled) of your request.
What Happens Next?
To locate Data Sharing Requests, click Partners from the navigation menu, and select Pending Requests from the dropdown. Filter the list to Share requests.
The email notification will look like this:
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