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.

6 articles in this collection
Written by Bob Moore

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: Uploading CSV Files

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

Written by Bob Moore
Updated over a week ago

Video Tutorial: Creating Populations

A visual guide to the population builder, including selecting a data source, adding complex filters, and setting population visibility.

Written by Bob Moore
Updated over a week ago

Video Tutorial: Using The Compare Tool in Reports

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

Written by Bob Moore
Updated over a week ago

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 Bob Moore
Updated over a week ago