Collaborate with Partners
Use threads to collaborate with partners on overlapping companies and people.
4 articles
Written by Lindsey O'Niell
What are Threads?
Collaborate with your partner on a specific account. Get rid of those spreadsheets and work together on accounts directly in Crossbeam.Written by Lindsey O'Niell. Updated over a week ago
Viewing a List of Threads
View and filter lists of threads in Crossbeam.Written by Lindsey O'Niell. Updated over a week ago
Creating Threads
Open a thread to collaborate with your partners on a specific overlapping company or person.Written by Lindsey O'Niell. Updated over a week ago
Using Threads
Learn how to post in a thread, change owners, and manage notifications.Written by Lindsey O'Niell. Updated over a week ago