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, complete the following fields:
Name your Population
Add a description (optional)
Choose a Data Source from the dropdown
Depending on your data source, select the specific File or Table you'd like to use
Click Continue.
Apply Filters to Define Your Population
Under the Filters section, select a field 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 Save Population to create it.
✍️Note
Available filter options will vary based on the data source and field type.
Want more detail on how to use Population filters? Click here to explore the filter options to customize your Populations.
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 Edit to open the Population Builder and adjust filters
Click the three dots to adjust: sharing, duplicate or delete the population or export
Click the pencil icon next to Sharing Settings to adjust
Assign or Update a Custom Population Type
Assign a type to any Custom Population, helping Crossbeam better understand what that Population represents. This improves how your data is used across features like Deal Navigator, Reports, and Copilot.
How to assign a type:
Click on Data from the navigation menu, select Populations from the dropdown options
Locate the Custom Population
Under Population Type, select the appropriate type from the dropdown
Customers
Open Opportunity
Prospect
Other (doesn’t fit a known type or should be excluded from type-based logic)
✍️Note
This setting is optional. You can leave a population uncategorized by selecting Other.
🎓 Sign into Crossbeam Academy to further explore building Populations!
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