Relationship Playbooks
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Account
Status
Network
Activity
Charles Schwab
High Priority
Just spun up · mapping network
3 connectors found
scanning for more
scanning for more
awaiting strength data
Wells Fargo
High Priority
?1 offer awaiting reply
★5 leads
✓1 intro completed
11 connectors
27 relationships
27 relationships
8 rated · 5 strong+ · 17 in extended
JPMorgan Chase
High Priority
✦2 offers
★3 leads
14 connectors
34 relationships
34 relationships
11 rated · 8 strong+ · 9 in extended
Citi
High Priority
★2 leads to decide
9 connectors
21 relationships
21 relationships
6 rated · 3 strong+ · 12 in extended
Bank of America
High Priority
⌖Intro in flight
16 connectors
42 relationships
42 relationships
14 rated · 11 strong+ · 4 in extended
Goldman Sachs
High Priority
No actionable items yet
6 connectors
9 relationships
9 relationships
3 rated · 1 strong+ · 7 in extended
Capital One
High Priority
★1 lead
⚡Match found
10 connectors
18 relationships
18 relationships
7 rated · 4 strong+ · 11 in extended
Truist
High Priority
Discovering connectors…
3 connectors
4 relationships
4 relationships
1 rated · awaiting more · 5 in extended
Morgan Stanley
High Priority
✓2 intros completed
→Awaiting Salesforce update
13 connectors
29 relationships
29 relationships
12 rated · 9 strong+ · 6 in extended