Partners and Data Sharing

Learn how to connect with your partners and share data on Crossbeam.

Lindsey O'Niell avatar Bob Moore avatar Matt Nicosia avatar +1
16 articles in this collection
Written by Lindsey O'Niell, Bob Moore, Matt Nicosia and 1 other
Partnerships

Partner Tags

Categorize and filter partners in Crossbeam for instant insights about your partner ecosystem.
Lindsey O'Niell avatar
Written by Lindsey O'Niell
Updated over a week ago

Partners and Partnerships in Crossbeam

​Crossbeam is all about partnerships, but what does it mean to be partners in the platform?
Bob Moore avatar
Written by Bob Moore
Updated over a week ago

Inviting a Partner

Learn how to extend an invitation to potential partners via the Crossbeam platform from your laptop or mobile device.
Bob Moore avatar
Written by Bob Moore
Updated over a week ago

Invite Link

Using your invite link to partner on Crossbeam
Lindsey O'Niell avatar
Written by Lindsey O'Niell
Updated over a week ago

Accepting a Partner Invite

You've been invited, now it's just a few clicks until you're live with a new partner on Crossbeam.
Bob Moore avatar
Written by Bob Moore
Updated over a week ago

The Partner Detail Page

This page summarizes how your data overlaps the data of a specific partner. It also provides options for diving deeper.
Bob Moore avatar
Written by Bob Moore
Updated over a week ago

Deleting a Partnership

How to remove a partnership in Crossbeam, plus some techniques for reducing the scope of a partnership as a less severe measure.
Bob Moore avatar
Written by Bob Moore
Updated over a week ago

The Crossbeam Button Program

Add a button to your partner page to help get more of your partners on Crossbeam.
Matt Nicosia avatar
Written by Matt Nicosia
Updated over a week ago

Creating a Sub-Account

If you want to upload your partner's data for them before they're on Crossbeam, you'll want to make a "sub-account" - here's how.
Matt Nicosia avatar
Written by Matt Nicosia
Updated over a week ago