Managing Introductions

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

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

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

Introduction Status

Introductions can be:

Pending - Waiting for the prospect to respond
Active - Prospect has engaged
Closed - Automatically closed when a conversation starts

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