Organize and segment any target accounts with Custom Populations.
In this article:
❗️Important
Custom Populations are only available on Connector and Supernode plans. Visit the Billing page to upgrade your plan.
Create a Population
Click on Data from the navigation menu, select Populations from the dropdown options.
Click the Create Population button to open the Population Builder.
Build a Customized Population
In the Population Builder:
Name your Population
Choose a Population Type (Customer, Open Opportunities, Prospects, Others.)
Choose a Data Source from the dropdown
Depending on your data source, select the specific Object
Add a description (optional)
Click Continue.
Apply Filters to Define Your Population
Under the Filters section, select fields to filter by
Choose a comparison operator (e.g., is, contains, greater than, etc.)
Enter a value to complete the filter
You can add multiple filters to narrow your Population
Use AND/OR logic between filter groups for more complex segmentation
Click Apply filter to preview the data.
Click Create Population when done.
✍️Note
Available filter options will vary based on the data source and field type. Click here to explore the filter options.
Set Sharing Defaults
After creating a Population, you will also be prompted to set default sharing settings for each new Population you create.
To fully understand sharing settings in Crossbeam, please click here.
Manage Custom Populations
Select Data from the navigation bar and Populations from the dropdown options.
For each Population, you can:
Click the pencil to open the Population Builder and adjust filters
Click the three dot menu to adjust: sharing default, duplicate, delete, or export the Population
Edit a Population Type or Filter for a Custom Population
Assign a type to any Custom Population, helping Crossbeam better understand what that Population represents. This improves how your data is used across features.
How to assign a type:
Click on Data from the navigation menu, select Populations from the dropdown options
Locate the Custom Population and click the edit icon
Under Details, adjust the Population type from the dropdown options
Under filters:
click Add filter to apply more filters to the Population
click the trashcan icon to remove a filter or click Delete Group to remove more complex filter groups
Select the Apply filters button to preview changes, click Save Changes when done.
✍️Note
Population Types are an optional setting. You can leave a Population uncategorized by selecting Other.
🎓 Sign into Crossbeam Academy to further explore building Populations!
📄 Related Articles