Video Tutorials

Prefer to learn by watching? Here are some quick video tutorials to help you with the most popular features and use cases in Crossbeam.

10 articles in this collection
Written by Bob Moore, Lauren Rosenfeld, and Meghan Martin

Video Tutorial: Account Mapping in Crossbeam

What is Account Mapping and how does Crossbeam make it easier, faster, and safer for your company?

Written by Bob Moore
Updated over a week ago

Video Tutorial: Exploring the Crossbeam Dashboard

A walkthrough of the Crossbeam Dashboard, including Top Overlaps, Overlap Activity, and the Daily Rollup Email

Written by Bob Moore
Updated over a week ago

Video Tutorial: Explaining Crossbeam "Overlaps"

What is an overlap in Crossbeam, and why is it valuable to me?

Written by Lauren Rosenfeld
Updated yesterday

Onboarding Videos

Video Tutorial: Register for Crossbeam

A walk through of our registration and onboarding flow

Written by Lauren Rosenfeld
Updated yesterday

Video Tutorial: Connect with a Partner

Learn how to link with your ecosystem on Crossbeam.

Written by Meghan Martin
Updated yesterday

Video Tutorial: Connect your CRM & Create Populations

A visual guide to connecting your CRM, then using the population builder.

Written by Meghan Martin
Updated yesterday

Video Tutorial: Upload CSV Files & Create Populations

Learn how to use Crossbeam's CSV uploader to get data into the platform and create new populations.

Written by Lauren Rosenfeld
Updated yesterday

Video Tutorial: Create a Data Sharing Rule

Use data sharing rules to expose data to a partner when specific rules and conditions are met.

Written by Lauren Rosenfeld
Updated yesterday

Video Tutorial: Using Reports

Compare your populations to the populations of your partners, analyze the results, filter the data, and export it to a CSV.

Written by Meghan Martin
Updated yesterday

Video Tutorial: Using Threads

Threads allow you and partners to communicate and collaborate on accounts directly in Crossbeam

Written by Lauren Rosenfeld
Updated yesterday