In this article:
Overview
This article covers how to access Crossbeam as a Sales seat user (Connector or Supernode only), navigate the platform, and use sales features to find pipeline and accelerate deals.
The free plan (Explorer) does not have Sales seats. However, there is a limited preview of Copilot for Salesforce and HubSpot, which does not require a Sales seat.
To upgrade your account, visit the Plan & Billing page.
✍️ Note
Feature access and functionality may vary based on the permissions configured by your organization's Crossbeam admin. If anything outlined in this article does not function as expected, contact your Crossbeam admin for further assistance.
If you are a Crossbeam admin setting up sales features for your team, see Crossbeam Sales Settings and Features Overview.
Log in to Crossbeam
Your Crossbeam admin assigns you a Sales seat before you can log in.
Via email invite:
Click Join Now in your invite email
Create your account and verify your email address
Log in at app.crossbeam.com and accept the invite to join your organization
Via SSO:
Your admin pre-provisions your access—no email invite required
Contact your Crossbeam admin if you don't have your organization's SSO login URL
✍️ Note
If you attempt to log in via SSO and receive an error, contact your Crossbeam admin to confirm your seat has been assigned.
Log in to Crossbeam Copilot
If your organization uses SSO:
Open Crossbeam Copilot in your tool (Salesforce, HubSpot, Chrome, Gong, or Outreach)
Click Continue with SSO to gain access automatically—no separate invite needed
If your organization does not use SSO:
You will receive a separate email invite for Copilot access
Click Join Now and follow the prompts to set up your account
If you don't have a Sales seat yet:
If your admin has enabled Copilot for Salesforce or HubSpot, you'll see a preview version with limited data
Click Request Access in the Copilot panel—an email is sent to your Crossbeam admin to assign you a seat
Your admin can review pending seat requests under Settings → Team →Seat Request tab
Request access directly in Copilot:
User View Without Access:
User View After Requesting Access:
An email will be sent to the Crossbeam admin:
✍️ Note
If you attempt to log in via SSO and you get an error, contact your Crossbeam admin to confirm you have the correct seat in Crossbeam (Sales seat or Full Access seat) and that your organization's SSO settings are correctly configured.
Once an admin has assigned a Sales seat to a user, they can log in via SSO through the organization’s Crossbeam login. After logging in with SSO, they will be automatically redirected to Crossbeam. SSO allows organizations to add users without the need for an email invite.
Navigating Crossbeam
Deal Navigator
Once you’ve accepted your invite, Crossbeam will launch on the Deal Navigator page.
As a Sales seat user, your left-hand navigation reflects your daily workflow:
Nav Item | Seats | What it does |
Pipeline Generation | Sales seat or Full Access seat · Connector or Supernode | Find net-new prospects that overlap with your partners |
Deal Navigator | Sales seat or Full Access seat · Connector or Supernode | View open opportunities with partner data layered in |
Performance Dashboard | Full Access seat only · Supernode | Track partner-influenced pipeline and revenue |
Shared Lists | Sales seat (View, Comment) or Full Access seat · Connector or Supernode | View and comment on Dynamic Shared Lists shared with you |
Messages | Sales seat or Full Access seat · Connector or Supernode | View and manage conversations |
Find New Pipeline
Sales seat or Full Access seat · Connector or Supernode plan (Explorer: limited access)
Pipeline Generation surfaces top prospects and net-new accounts that overlap with your partners and match your ICP.
Filter by Account Owner, Industry, Number of Employees, Partners, and Country
Sort by Recent Partner Customer to prioritize accounts that recently became a partner's customer
Click Message on any account to reach out to a partner directly
Work Existing Deals
Sales seat or Full Access seat · Connector or Supernode plan
Deal Navigator shows your open pipeline with partner overlap data, prioritizing deals most likely to benefit from a partner assist.
Click into any deal to see which partners overlap with that account
Click Message to request intel from a partner on a specific deal
Access Deal Navigator directly in Salesforce via the Crossbeam Copilot component on Opportunity records
Message a Partner
Sales seat or Full Access seat · Connector or Supernode plan
Get Intel is how users request partner help on a specific account—an introduction, background intel, or co-sell assist. It is powered by co-selling templates set up by your admin in Sales Settings.
Where to access Get Intel:
Deal Navigator: Click the Message button in the partner column on any open opportunity
Pipeline Generation: Click the Message button in the table
Crossbeam Copilot: Click the Get Intel button on a partner in the Copilot panel
✍️ Note
If the Get Intel button does not display, that partner hasn't been enabled for co-selling by your admin. Contact your Crossbeam admin for assistance.
Managing all your conversations:
Navigate to Messages from the left-hand navigation to view all open and completed partner conversations across all partners in one place
Starting a conversation:
Click Get Intel/Message at your entry point
Select questions from your admin's co-selling template
Add context for the partner and send
What you can do in a conversation:
Reply to and complete conversations with partners
View overlapping accounts associated with that partner
Mark Attribution on closed deals to credit the partner assist—this syncs automatically to Salesforce
View collateral links your admin has added for that partner
✍️ Note
Standard role users can initiate new partner requests, reply, complete conversations, and mark Attribution.
Limited role users can reply to and complete conversations but cannot initiate new requests.
Contact your Crossbeam admin if you're unsure of your role.
Clicking into a message will showcase the history and give you the opportunity to keep the conversations going internally or publicly with your partner.
Salesforce reports and dashboards
Sales seat or Full Access seat · Connector or Supernode plan
If your team uses the Crossbeam Salesforce integration, you can access Crossbeam data directly in Salesforce in three ways:
Crossbeam tab in Salesforce
Access Deal Navigator and Pipeline Generation directly in Salesforce via the Crossbeam tab—no need to switch between tools.
Custom reports and dashboards
Once the Crossbeam Salesforce Custom Object Integration is installed, Crossbeam ecosystem overlap data is available as a custom object in Salesforce—meaning you can add partner overlap data to any Salesforce report or dashboard your team builds.
Ready-to-use report templates (Supernode plan only)
Crossbeam's ready-to-use Salesforce report templates surface ecosystem overlap data directly in Salesforce without needing RevOps support. Reports are organized by three use cases:
Source Opportunities—identify ecosystem-qualified leads by comparing your prospects to your partners' customers
Influence Deals—see which open opportunities overlap with your partners' customer bases
Retain & Expand Customers—track expansion opportunities by analyzing overlap between your customers and your partners' customers
✍️ Note
Ready-to-use report templates and custom reporting require the Salesforce Custom Object Integration. Your Salesforce Admin must share the Crossbeam Reports folder before templates are visible to your team.
Crossbeam Copilot
Sales seat or Full Access seat · Connector or Supernode plan (Explorer: preview version only for Salesforce and HubSpot)
Crossbeam Copilot surfaces partner overlap data inside the tools you already use.
Select an article below to learn more about Crossbeam Copilot:
Notification Settings
Sales seat or Full Access seat · Connector or Supernode plan
Crossbeam notifies you of new partner overlaps, deal updates, and partner activity via email or Slack.
Notification Preferences: Manage your personal notification preferences by navigating to Settings → Profile & Preferences → Notifications and toggling individual notification types on or off. Covers Deal Insights emails, new overlap notifications, Slack nudge messages, weekly reports, and action required reminders.
List Notifications: Configure directly on any List by clicking the bell icon. Sends overlap updates via email or Slack.
✍️ Note
Slack channel notifications and overall alerts configuration are set up by your admin in Settings → Sales Settings → Alerts. Contact your admin if Slack notifications aren't available or if you need a partner enabled.
Crushing Your Quota
And if you’re ready to start closing bigger deals faster, head to Crossbeam Academy and dive into our series of starter lessons to help you rapidly start using your new Crossbeam for Sales features.
These courses include lessons on how to generate pipeline, land a discovery call, and use Ecosystem Led Growth (ELG) to improve renewal and expansion rates.