Collaborate with Partners

Use threads to collaborate with partners on overlapping companies and people.

4 articles in this collection
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 this week

Viewing a List of Threads

View and filter lists of threads in Crossbeam.

Written by Lindsey O'Niell
Updated this week

Creating Threads

Open a thread to collaborate with your partners on a specific overlapping company or person.

Written by Lindsey O'Niell
Updated this week

Using Threads

Learn how to post in a thread, change owners, and manage notifications.

Written by Lindsey O'Niell
Updated this week