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.

9 articles in this collection
Written by Lauren Rosenfeld

Video Tutorial: Find your partners already on Crossbeam

Use Crossbeam to uncover who from your partner list is already a registered user of Crossbeam.

Written by Lauren Rosenfeld
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 over a week ago

Onboarding Videos

Video Tutorial: Register for Crossbeam

A walk through of our registration and onboarding flow

Written by Lauren Rosenfeld
Updated over a week ago

Video Tutorial: Connect with a Partner

Learn how to link with your ecosystem on Crossbeam.

Written by Lauren Rosenfeld
Updated over a week ago

Video Tutorial: Connect your CRM & Create Populations

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

Written by Lauren Rosenfeld
Updated over a week ago

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 over a week ago

Video Tutorial: Sharing Settings

Learn the differences between our three data sharing options.

Written by Lauren Rosenfeld
Updated over a week ago

Video Tutorial: Using Threads

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

Written by Lauren Rosenfeld
Updated over a week ago

Video Tutorial: Account Mapping Matrix & Creating Reports

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

Written by Lauren Rosenfeld
Updated over a week ago