In this article:
✍️ Note
Custom Lists are available on the Connector Plan and Supernode Plan. To upgrade your account, visit the Plan & Billing page.
🚨 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 Custom from the options.
On the Create List modal:
Select your Population(s) you want to include in the List
Select each Partner(s) and Population(s) from the dropdown options to build a Custom List
Click Create List
Configure List
After you create a List, you can add filters, configure and sort columns, share, and export Lists.
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
Select a Data Source:
Select Crossbeam to filter by My Populations, Partner Populations, or Partner Tags
Or select a specific CRM to filter by the available data fields
To apply more granular filtering, open an applied filter and click Convert to Advanced Filter
Filter fields by using the comparison operators, add additional object fields, and edit as needed
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 List 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
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
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
On the Connector plan List, exports are limited to a max amount of 1000 rows. The Supernode plan has unlimited record exports.
To upgrade your account, visit the Plan & Billing page.
🎓 Sign in to Crossbeam Academy to further explore Lists!