Crossbeam

Standard users and sales leadership can collaborate in real-time within Crossbeam through Shared Lists.

Shared Lists

Work directly with your Crossbeam CSM during a strategy session.

Crossbeam Partner Collaboration Session

Send account records from Shared List to your Sales team.

Send Accounts from a Shared List to the Account Owner in Crossbeam for Sales

Joy Rudnick

Antoine Roubaud

Use Shared Lists to collaborate with partners on overlapping companies and people. 

Collaborate with Partners

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