Relationship Playbooks

9 active accounts the Concierge is working on · 3 need your attention right now · 1 intro completed this week

Logo Account Status Network Activity

Just spun up · mapping network

3 connectors found
scanning for more

awaiting strength data

?1 offer awaiting reply ★5 leads ✓1 intro completed

11 connectors
27 relationships

8 rated · 5 strong+ · 17 in extended

3 new since last visit

✦2 offers ★3 leads

14 connectors
34 relationships

11 rated · 8 strong+ · 9 in extended

2 new since last visit

★2 leads to decide

9 connectors
21 relationships

6 rated · 3 strong+ · 12 in extended

Bank of America

⌖Intro in flight

16 connectors
42 relationships

14 rated · 11 strong+ · 4 in extended

No actionable items yet

6 connectors
9 relationships

3 rated · 1 strong+ · 7 in extended

★1 lead ⚡Match found

10 connectors
18 relationships

7 rated · 4 strong+ · 11 in extended

Discovering connectors…

3 connectors
4 relationships

1 rated · awaiting more · 5 in extended

✓2 intros completed →Awaiting Salesforce update

13 connectors
29 relationships

12 rated · 9 strong+ · 6 in extended