To invite a partner to Crossbeam, navigate to the Partners page and click “Invite Partner.” Enter the company name, your contact’s name, and your contact’s email address.
If that partner already has a Crossbeam account, you’ll get connected and can start sharing!
If they do not yet have a Crossbeam account, a notification will be send to the Crossbeam team, and we’ll reach out to help them get set up on Crossbeam. Once they’re on board, you’ll be notified by Crossbeam of the successful connection, and can start sharing your data with partners.
We’d be happy to discuss the benefits of partnering on Crossbeam with any of your potential partners. If you’d like to request a demo for a potential partner, feel free to email us at firstname.lastname@example.org.