When you compare your data to partner data, the report displays account names, along with information being shared with you. By clicking on the Configure Columns button Crossbeam can also include the header "Matched." This field is populated if you are dynamically updating your populations with a CRM connection.

The "Matched" field is a timestamp of when the record became overlapping outside of Crossbeam. We are showing you the time the match happened in your respective CRMs, not within our system.

Let's say you add an account to your CRM on January 1, and your partner adds the same company to their system on January 10. The "match" happens on January 10. If you and your partner connected on Crossbeam on January 20th and are viewing your overlaps in a report, our system will say the records matched "10 days ago."

Did this answer your question?