Crossbeam

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

Video Tutorial: Find your partners already on Crossbeam

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

Video: Upload CSV Files & Create Populations

A walk through of our registration and onboarding flow

Video: Register for Crossbeam

The Account Mapping Matrix is a visual summary of overlapping accounts and potential revenue.

Video: Account Mapping Matrix

Video: Crossbeam Demo

Explore Copilot's features with our Crossbeam experts in this video overview

Video: Crossbeam Copilot Overview

See a visual guide on how to reauthorize SFDC Custom Object.

Video Tutorial: Reauthorizing the Salesforce Custom Object Integration

Joy Rudnick

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

Video Tutorials

Learn how to link with your ecosystem on Crossbeam.

Video: How to Invite a Partner

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

Video Tutorial: Connect your CRM & Create Populations

Learn the differences between our three data sharing options.

Video Tutorial: Sharing Settings

Video Tutorial: 5 Simple Steps to Getting Started with Crossbeam

Onboarding Videos

Crossbeam Academy

Crossbeam Enablement Catalog

Find answers and get help from Intercom Support and Community Experts

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