In this article:
Greenfield Lists let you identify non-overlapping accounts with your partners, helping you uncover new leads for joint campaigns. Each List includes detailed account information, such as region, tier, health score, industry, employee count, and revenue.
✍️ Note
Before adjusting sharing settings, be sure to check the Sharing Dashboard to review your sharing settings for all partners.
🚨 Update: Account Mapping Redesign
Crossbeam has redesigned Account Mapping Reports into the new Lists experience, including:
A unified Lists workspace for managing account overlaps
Private-by-default List creation
Updated access roles & sharing options
New UI with clearer overlap details
Notes for internal collaboration
Learn more about what’s changed → here
Learn how to use the new List→ here
Create a List
From the left-side navigation menu, click on Lists, select the +New button, and select Greenfield from the options.
From the Create List modal, select from two different Greenfield options:
New Accounts for You
View accounts that exist in your Partner's Populations that don't exist in your Populations.
In the Create List modal, select New Accounts for You
Next, select a Partner from the drop-down option
Check the boxes next to the Partner Population(s)
Select Your Populations
Click Create List
New Accounts for your partner
View accounts that exist in your Populations that don't exist in your Partner's Populations.
Select your Populations by checking the box next to the Population(s)
Next, the Select Partner
Click on the dropdown to select a Partner
In the next section, check the box next to the Partner Population(s)
Click Create List
Configure List
After you create a List, you can add filters, configure and sort columns, share, and export a List.
Configure Columns
Further configure your columns to align with your use case.
To configure columns:
Click the Configure Columns button in the List to open the Configure Columns modal
Expand the options under Your Data
Click the box next to the Data to add or remove it from the List
The Organize Columns area allows you to rearrange or remove Columns from the List based on the Data you have selected
Click Save to return to the List
How to Add Filters to the List
After creating your List, you can refine it using filters to better match your pipeline needs.
Click the Filters button
Click +Add Filter
Select a field from the available data
Filter fields by using the comparison operators
Click Apply when done.
Additionally, you can apply a filter within the column header with an arrow.
😎Pro Tip
Before exporting Lists, use the filter options to refine your data and decrease the need for more exports than necessary.
How to Use Sorting
You can sort the List by using either the column header arrows or the Sort button. From either option, select Ascending or Descending to apply the order to the List.
Save and Share Lists
Save a List
After applying filters, adjusting columns, and sorting, select Save as a new list.
After saving, click Action to set up notifications, export the list, duplicate it, or delete the Lists.
Newly created Lists are private by default. The user who saves the List becomes the List owner.
Share a List
After saving the List, click the Share button.
Add name or email, click Share
Adjust the report access for the team member
Lists are dynamic by default and update automatically as accounts enter or leave the filter criteria.
Collaboration and Notes
Notes
Notes are available in all Lists
Click in the Note column to add a Note
Notes are List-specific, preventing conflicting context
Users with Manage, Edit, or Comment access can add Notes
Unread Notes appear bolded
Notes are included in List exports
Notifications
Notifications are sent when someone adds a Note or mentions you
Admin and core users receive notifications for Lists they are added to
Sales users receive notifications only for Lists they have access to
Account-Level Insight
Click any account to open the Account Detail Drawer, where you can:
View Partner Impact and partner-level context
See partner overlaps, contacts, activity, and Notes
Take action without leaving the List
✍️ Note
On the Connector plan, Record Exports are limited to a max amount of 1000 rows. The Supernode plan has unlimited row exports. To upgrade your account, visit the Plan & Billing page.
Greenfield List Notifications
Greenfield List notifications alert you when a partner record is added to the Population in the New Accounts for You List.
To turn notifications on or off:
From the List Hub, search for the report, and click the bell icon in the row
In the pop-up, enter email(s) and Slack channel(s)
Click Save Preferences when done.
Notifications will be displayed via email or Slack and may look similar to the below images:
Slack
Lists Hub
The Lists Hub is the central location for all Lists, including historical Lists.
From the Lists Hub, you can:
View All Lists, Your Lists, and Lists shared with you
Create new Lists or start from System Lists
Filter Lists by Partner Overlaps or Owner
Organize Lists into folders
Dynamic vs. Static Lists
Dynamic Lists update automatically when new accounts meet the filter criteria
Static Lists: These are your current externally Shared Lists and are composed of a fixed set of accounts. They do not automatically update when new accounts match filter criteria, but they will continue to be available for reference and collaboration with partners.
Static Lists are useful for 1:1 partner collaboration on targeted accounts.
✍️ Note
All Lists created before December 10, 2025 remain accessible. New Lists are private until shared.
You can view who has access to a List by hovering over the Shared With column or opening the List and selecting Share.
🎓 Sign in to Crossbeam Academy to further explore Lists!