With the launch of Sales Edge beginning 11/3/22, all Crossbeam Core users now have access to the “Reply Only” role for Sales Edge in addition to their Crossbeam Core role.

What is the Reply Only Role?

The Reply Only role is the default user role for Sales Edge. Any time a user is created in Crossbeam Core, they will receive this role by default. When a user with this role accesses the Sales Edge app, they will have a limited experience within the Sales Edge application as shown below.

Users with the Reply Only role are able to receive messages within the app from their partner(s) that are using Sales Edge and reply to them. These users will also receive email notifications when messages are sent from their partner(s) using Sales Edge.

How do I access the Sales Edge app?

In the upper right hand corner of the Crossbeam window, you will see a Crossbeam Core icon. Simply click to toggle to enter the Sales Edge app.

To learn more, visit the Sales Edge help article.

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