Managing Introductions

Introductions connect prospects with advocates before a full conversation begins. You can track, manage, and close introductions from the admin portal.

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Sharing Introduction Links

Each introduction has a unique link you can copy and share:

• Send via email when SMS isn’t preferred
• Track whether the link was opened
• Monitor email vs. phone verification separately

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Tracking Introductions

For each introduction, you can see:

• First viewed - When the prospect first opened it
• Last viewed - Most recent view
• View count - Total number of views

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Introduction Status

Introductions can be:

• Pending - Waiting for the prospect to respond
• Active - Prospect has engaged
• Closed - Closed manually by an admin or automatically when a conversation starts

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Closing an Introduction

Manual Close

When you close an introduction manually, you select a close reason and optionally add a note:

1. Open the introduction in your inbox
2. Click Close Introduction
3. Select a close reason from the list (e.g., “No Response”, “Wrong Match”)
4. Optionally add a note for extra context
5. Click Close

Automatic Close

When a conversation starts between the same advocate and prospect, any open introductions between them are automatically closed with the “Conversation Started” reason. This keeps your inbox clean without manual action.

Close reasons for introductions are configured separately from conversation close reasons. Go to Settings > Close Reasons > Introduction Close Reasons to manage them. See /admin/setup/close-reasons/ for details.

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Viewing by Person

Find introductions from:

• Prospect profiles - See all introductions for a prospect
• Advocate profiles - See all introductions to an advocate
• Activity Inbox - Monitor pending introductions