> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salestools.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Map Relationships and Find Warm Paths into Accounts

> Connect email, LinkedIn, calendar, and CRM to build a de-duplicated relationship directory and let Sally surface warm intro paths and check-in drafts.

Network is your relationship command centre. It pulls everyone you've ever emailed, met on a calendar invite, connected with on LinkedIn, spoken to on a call, or worked with through your CRM into a single de-duplicated directory. Sally then watches those relationships continuously so you can find the warmest path into any target account, plan a city trip, keep customers feeling seen, and reactivate champions who've gone quiet — all without leaving one page.

## What you can do

<CardGroup cols={2}>
  <Card title="One unified directory" icon="address-book">
    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.
  </Card>

  <Card title="Ask Sally a goal" icon="comment">
    Type a plain-language request like "Who can intro me into Stripe?" and get ranked, action-ready relationship cards with recommended next steps.
  </Card>

  <Card title="Find warm intro paths" icon="route">
    Save a target account and Sally ranks every teammate who can introduce you, ordered by recency, reciprocity, and likelihood of saying yes.
  </Card>

  <Card title="Keep relationships warm" icon="fire">
    Job cards surface customers overdue for a check-in, dormant champions worth reactivating, and warm paths into your current target accounts.
  </Card>
</CardGroup>

## 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.

| KPI                    | What it measures                                                                        |
| ---------------------- | --------------------------------------------------------------------------------------- |
| **Mapped network**     | Total number of unique people across all your connected sources                         |
| **Avg strength (90d)** | The average relationship strength score across your whole network over the last 90 days |
| **Champions**          | Contacts with high reply rates or booked meetings — your most engaged relationships     |
| **Reconnect now**      | Established relationships that have gone quiet for 60 or more days                      |
| **Intro paths**        | The number of warm routes your team has into target accounts                            |
| **AI follow-ups**      | Pending check-in and outreach drafts Sally has queued for your review                   |

<Note>
  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.
</Note>

## How to explore your directory

<Steps>
  <Step title="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.
  </Step>

  <Step title="Pick a directory tab">
    Use the tab row to narrow the directory to a specific relationship type. Each tab shows a live count.

    | Tab              | Who it shows                                                   |
    | ---------------- | -------------------------------------------------------------- |
    | **All**          | Every person in your mapped network                            |
    | **Replied**      | People who have replied to you at least once                   |
    | **Ghosted**      | Contacts you've reached out to who never replied               |
    | **Champions**    | High-value contacts with strong reply rates or booked meetings |
    | **Job Changers** | Contacts who have recently changed roles or companies          |
    | **Warm Intros**  | People a teammate can introduce you to right now               |
    | **Reconnect**    | Established relationships last touched 60 or more days ago     |
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

<Tip>
  The Goal runner is the fastest way to plan an account intro. Type *"Who can intro me into Stripe?"*, select **Account intro** mode, and Sally immediately ranks every teammate by recency of contact with someone at that account, reciprocity of that relationship, and likelihood of a warm reception. You can go from question to drafted intro request in under a minute.
</Tip>

<Steps>
  <Step title="Choose a goal mode">
    Pick one of the four pre-built modes, or type free-text in the goal bar:

    | Mode                  | What it optimises for                             |
    | --------------------- | ------------------------------------------------- |
    | **City trip**         | People in a specific city worth meeting in person |
    | **Account intro**     | Warmest team paths into a named target account    |
    | **ICP network**       | Contacts matching your ideal customer profile     |
    | **Dormant champions** | High-value relationships that have gone quiet     |

    Each mode pre-tunes the search filters and ranking criteria Sally applies.
  </Step>

  <Step title="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**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## How to add a target account and request an intro

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## How to keep customers and dormant relationships warm

Three continuously updated job cards surface the right people for you automatically — no searching required.

<Steps>
  <Step title="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
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Warning>
  A **Missing data** or **Needs enrichment** flag on a contact usually means a source is stale or disconnected. Repair the source first before drafting outreach — sending without valid contact data won't reach anyone and wastes sequence capacity.
</Warning>

## FAQ

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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**.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="My Leads" href="/lead-management/my-leads" icon="database">
    Browse, filter, and act on the leads and companies you've saved.
  </Card>

  <Card title="Tasks" href="/communication/tasks" icon="list-check">
    Review and approve the outreach and intro drafts Sally creates from Network.
  </Card>

  <Card title="AI SDR Builder" href="/ai-agents/ai-sdr-builder" icon="robot">
    Turn network signals and target accounts into automated outreach campaigns.
  </Card>

  <Card title="Cohorts" href="/lead-management/cohorts" icon="layer-group">
    Group your prospects into AI-clustered audiences and act on them at scale.
  </Card>
</CardGroup>