In this article:
🚨 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
✍️ Note
This feature is only available on the Connector or Supernode plan. To upgrade your account, visit the Plan & Billing page.
The free plan is limited to Invite Only functionality. A partner on the Connector plan or Supernode plan can send an invite to a free plan partner to initiate Static Shared List collaboration.
To upgrade your account, visit the Plan & Billing page.
Partner-to-partner collaboration is the bedrock of a scalable ecosystem. Real-time collaboration is now possible right in Crossbeam with Static Shared Lists. PMs can handpick both overlapping and non-overlapping accounts from any Lists and share with a partner to quickly prioritize, action, and attribute your ripest opportunities.
With Static Shared Lists, you can:
Work collaboratively and securely with your partner on both overlapping and non-overlapping accounts in an easy-to-scan format
Unlock the insights that matter most with customizable column configuration
Have an organized record of your PM-to-PM communications that is easy to find and search through
❗️Important
To access this feature, you must have Data Sharing enabled. Learn more about Data Sharing with your partners here.
Create a Static Shared List
😎 Pro Tip
Configure List columns to include Opportunity data, sort the List by opportunity amount, and add the top accounts records to your Static Shared List.
Adding this data makes sure you don't miss out on the highest-value opportunities.
Records with Opportunity data that are included in the Static Shared List (Opportunity Name, Opportunity Stage, and Opportunity Amount) are not visible to your partner.
✍️ Note
Static Shared List works for all Data Sources in Crossbeam. Static Shared Lists generated from CSV files will be limited to static functionality; other Data Sources will dynamically update.
❗️Important
The sharing settings for Static Shared Lists are independent of your default Sharing Settings. All information (except Records with Opportunity data) included in the Static Shared Lists, will be shared with your partner.
Static Shared List from a New List or Saved Lists
✍️Note: Static Shared Lists only support adding up to 50 records at a time.
Add records to a Static Shared List
Open an existing list or click + New to create a new one
Select records:
To select all records, click the checkbox in the Record column header
To select specific records, check the boxes next to each record
Click Share with partner
In the modal:
Choose an existing list under Static Shared List
To create a new list, select + Create New List, then:
Choose the partner (Owner)
Enter a List Name
(Optional) Add a Description
Click Share List
Click Add Selected Records to List
Configure Static Shared List
In an open Static Shared List, you will be able to move the columns to new positions. Simply click and hold the dots at the top right of the column, and drag the column(s) left or right.
To remove a row, click the box next to the name and click Delete Rows.
Columns labeled Opportunity Name, Opportunity Stage, and Opportunity Amount are only visible to you and are hidden from your partner. Hover over the icons in the three columns to see details on the opportunities associated with the account.
Add Custom Columns
After you create a Static Shared List, you can further configure the list with Custom Columns to include notes, stages, or any additional context about the accounts.
To create Custom Columns:
Open a Static Shared List
Scroll to the right of the table to locate the + button at the end of the table
Click the + button to add a column name in the pop-up box
Click in the boxes under the New Column to add text
To edit or delete the column, click the horizontal lines next to the column name
Invite Team Members to Static Shared List
In an open Static Shared List, click on the Share Button.
In the Invite Team Member window, type names or emails in the box to add members to the Static Shared List. Next, click the Send Invites button.
Team members will receive an email invite notification and in app notification.
From the same Invite button, you can remove team members under the list of members with access. Click Remove next to the member, and they will be notified via email and in app.
Where to Find Static Shared Lists
From the Navigation menu, click on Lists. Use the search bar to find an existing Static Shared List. Shared lists are denoted with a triangle sharing icon.
You can also filter the Lists Hub by partner or by the list owner to narrow things down.
Edit or Delete a Static Shared List
From an open Static Shared List, click on the pencil icon to change the List Name or List Description, and click Save Changes when done.
In this modal, you can also click Delete List to permanently remove the Static Shared List.
Static Shared List Notifications
Static Shared List notifications keep you informed of real-time activity on a Static Shared List.
Email Notifications
Crossbeam will send an email notification when new notes and new records have been added to a Static Shared List, or when a new Static Shared List has been sent to you.
New Static Shared List Email:
New Records added email:
New Note Added Email:
Manage Notifications
Static Shared List notifications can be adjusted by clicking Settings from the navigation, select Profile & Preferences from the dropdown options.
Scroll down to the Lists Notification section
Check or uncheck the boxes to customize your notification preferences
Click Save Changes when done.
FAQs
Will this work for non-overlapping lists?
Yes, you can share non-overlapping lists with a partner.
Why can't I create a Static Shared List?
You must have Standard user level permissions in order to create a Static Shared List or to be invited to join a Static Shared List. Learn more about roles and permissions here.
What happens to records on my list if my partner deletes their data source or stops sharing data with me?
The Records will still exist on your Static Shared List, but will remain static.
Can I send a Static Shared List to multiple partners?
No, Static Shared Lists only work on a 1-to-1 level, so you can only share with 1 partner. However, you can invite multiple internal collaborators to a list from your org, and your partner can do the same.
If the owner of the list removes those records, are they deleted on the partner side too?
Correct.
If I'm creating the list and my data is set to overlap counts and the partners sharing data with me, do I have to enable permissions?
As long as your partner is sharing data with you, and you are at least sharing overlap counts, you will be able to add that Record to a list.
Do you have to share account owner?
No, account owner is automatically on the list.
For Free plan users with "Invite-Only" access, are they getting access to the full Static Shared Lists feature once invited?
Yes, they have full access to the feature if they're invited to collaborate on a Static Shared List.
Will you automatically see your partner's updates in the Static Shared List? Or do you need to manually refresh?
It will automatically push to your Crossbeam instance, and you will receive a notification for any updates.
Will Static Shared Lists work for all data sources, including sheets and CSVs?
Yes, but CSVs will be static and not active like CRM connections.