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Collaborate with Partners

Collaborate with Partners

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

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4 articles in this collection
Written by Emily Carpenter

What are Threads?

Collaborate with your partner on a specific account. Get rid of those spreadsheets and work together on accounts directly in Crossbeam.
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Written by Emily Carpenter
Updated over a week ago

Viewing a List of Threads

View and filter lists of threads in Crossbeam.
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Written by Emily Carpenter
Updated over a week ago

Creating Threads

Open a thread to collaborate with your partners on a specific overlapping company or person.
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Written by Emily Carpenter
Updated over a week ago

Using Threads

Learn how to post in a thread, change owners, and manage notifications.
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Written by Emily Carpenter
Updated over a week ago