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Account Mapping with Reports
Account Mapping with Reports

Now comes the fun part. Find out where your data overlaps with partners, drill down into the results, create reports, and stay up to date on changes.

Joy Rudnick avatarLauren Rosenfeld avatarLindsey O'Niell avatar
By Joy and 3 others4 authors15 articles
Potential Revenue
Advanced Account Mapping Greenfield Reports
View Account Mapping Reports
Advanced Account Mapping Ecosystem Reports
Advanced Account Mapping Custom Reports
Advanced Account Mapping Partner Tag Reports
Advanced Account Mapping Pipeline Reports
Standard Account Mapping Single Partner Report

Reports


Interactive Reports
Edit a Report
Delete, Duplicate, or Export a Report
Report Notifications

Exploring Partner Data


Why do I see a different number of overlaps than my partner sees?
The Record Detail Page

Extracting Data from Crossbeam


You've found your overlaps — now what?
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