What you can do
One unified directory
Every person you’ve touched across email, LinkedIn, calendar, calls, meetings, and CRM — de-duped into one list with a relationship strength score and last-touch date.
Ask Sally a goal
Type a plain-language request like “Who can intro me into Stripe?” and get ranked, action-ready relationship cards with recommended next steps.
Find warm intro paths
Save a target account and Sally ranks every teammate who can introduce you, ordered by recency, reciprocity, and likelihood of saying yes.
Keep relationships warm
Job cards surface customers overdue for a check-in, dormant champions worth reactivating, and warm paths into your current target accounts.
Your six network health KPIs
The KPI strip at the top of the page gives you a live read on the health and coverage of your relationships.Relationship strength is scored 0–100 based on a 90-day rolling calculation of touches multiplied by reciprocity. A score of 75 or above (shown with a green bar) indicates an active, two-way relationship. Mid-range scores are warm but one-sided; low scores are cool or dormant. Strength updates daily as new touches are recorded from your connected sources.
How to explore your directory
1
Open Network
Go to Lead Management → Network. The page opens showing your team’s mapped relationships, with the KPI strip and source health panel at the top.
2
Pick a directory tab
Use the tab row to narrow the directory to a specific relationship type. Each tab shows a live count.
3
Filter and sort
Refine the directory further with quick-filter chips — Has email, Has LinkedIn, Has phone, and Missing data — or search by name, company, city, or title. Sort by Last touch, Strength, Reply rate, Touches, or Name in ascending or descending order.
4
Open a contact profile
Click any row to open that person’s full profile: their strength score, reply rate, meetings booked, contact details, recent signals, and available intro paths. From the profile you can email them, message on LinkedIn, or request an intro from a teammate.
How to use the Goal runner
The Goal runner turns a plain-language request into ranked, ready-to-act relationship cards — no manual filtering required.1
Choose a goal mode
Pick one of the four pre-built modes, or type free-text in the goal bar:
Each mode pre-tunes the search filters and ranking criteria Sally applies.
2
Describe your goal
Type your goal in the text box — for example, “VP Sales at Series B SaaS companies where my team has warm paths” — then add optional filters: city, account name or domain, ICP profile, persona, job titles, company size, industry, or required contact channel. Press Run.
3
Review ranked results
Sally returns relationship cards, each showing a score, confidence level, matched criteria, the relationship path, any data-quality notes, and a recommended next action. Each card offers four actions: open the profile, view the intro path on the graph, draft outreach, or ask a teammate for an intro.
4
Act on a result
Click Draft outreach or Ask teammate for intro. Sally writes copy calibrated to the specific relationship, prior sentiment, and why-now signals — not a generic template — then queues it as an approval draft for you to review before anything sends.
How to add a target account and request an intro
1
Open the target account drawer
Click Add target in the top right to save and track an account, or click Ask for intro to jump straight to ranking intro paths for a company.
2
Enter the company
Type the company name — for example, Stripe or Linear. Adding the company domain is optional but recommended: it lets Sally bind the right employees to the account in the relationship graph, which improves intro-path accuracy.
3
Save and review ranked paths
Click Save target or Find intro paths. Sally saves the account and immediately ranks every team member who can introduce you, ordered by recency of their last contact with someone at that company, the reciprocity of that relationship, and the estimated likelihood of a positive response. The Account · intro path job card on the main page then populates with your warmest routes.
4
Send the intro request
From an intro card or a goal runner result, click Ask teammate for intro. Sally drafts the request and routes it to approvals — nothing sends until you review and approve it.
How to keep customers and dormant relationships warm
Three continuously updated job cards surface the right people for you automatically — no searching required.1
Review the job cards
Below the KPI strip you’ll find three standing cards:
- Customers overdue for a check-in — contacts who haven’t heard from you in 90 or more days
- Warm paths into your target account — real-time intro routes for accounts you’re tracking
- Reconnect queue — strong relationships that have gone quiet and are worth reactivating
2
Plan the week or draft check-ins
On the customer or reconnect cards, click the primary action (Plan the week or Draft check-ins). Sally opens a review drawer pre-loaded with the right people so you can deselect anyone before drafting begins.
3
Create approval drafts
Confirm your selection to generate drafts. Sally writes each message from relationship context, prior sentiment, and why-now signals — not a template. The drafts appear in Tasks for you to review and approve before anything is sent.
4
Set a city lens (optional)
Click Edit trip to enter a city and travel dates. The customer card re-filters to show only people in that city so you can line up in-person meetings while you travel.
How to keep your data sources healthy
Network is only as strong as the data feeding it. The source health strip shows the live status of each connected source.1
Check source health
Below the KPI strip, each source — LinkedIn, Email, Calendar, CRM, and Enrichment — displays a status indicator: green when fresh, a Needs fresh sync pill when data is becoming stale, or Not connected when the integration is missing.
2
Repair a single source
Click Repair on any source to queue a re-sync for just that one. An inline badge tracks progress through Queued and Syncing states.
3
Re-sync all sources at once
Click Re-sync now in the top right to queue a refresh across every connected source simultaneously. Use this after reconnecting an integration or when the overall directory feels out of date.
FAQ
Where does Network get its contacts?
Where does Network get its contacts?
Network aggregates touchpoints from all your connected sources: emails sent and received, LinkedIn connections, calendar meetings, calls, and CRM activity. Each person across all sources becomes one de-duplicated row with a rolled-up strength score, last-touch date, and channel coverage summary.
How often does the data refresh?
How often does the data refresh?
The network rebuilds on a daily schedule, so new connections or replies can take up to a day to appear. For an immediate update, click Re-sync now in the top right or use Repair on a specific source.
What's the difference between Team and Mine scope?
What's the difference between Team and Mine scope?
The scope toggle in the top right switches between your whole team’s combined network and only the relationships you personally own. Switch to Team scope to see warm intro paths that run through your teammates’ relationships.
Does drafting outreach send it immediately?
Does drafting outreach send it immediately?
No. All outreach and intro requests created from Network are queued as approval drafts. Nothing leaves until you review and approve each draft in Tasks.
Can I export my network?
Can I export my network?
Yes. Select specific rows, or leave nothing selected to export the entire filtered view, then click Export to download a CSV.
Why is a job card empty?
Why is a job card empty?
If nothing matches yet, Sally shows an empty state and populates the card as data arrives. Common fixes are: connecting or repairing a source, or saving a target account so the intro path card has something to map against.
Related
My Leads
Browse, filter, and act on the leads and companies you’ve saved.
Tasks
Review and approve the outreach and intro drafts Sally creates from Network.
AI SDR Builder
Turn network signals and target accounts into automated outreach campaigns.
Cohorts
Group your prospects into AI-clustered audiences and act on them at scale.