| Company / Contact | Title | Industry / Sector | Campaign | Origin | Owner | Status | Next action | Added |
|---|
Sectors ?Where the network's commercial gravity sits. Classified from each connection's company and title.
Seniority ?Decision-making altitude. VP+ can typically sponsor an engagement; ICs are validators and referrers.
Employer concentration ?Companies with 3+ connections. High concentration means the network's reach depends on a few employers.
Connections added per year ?From each connection's LinkedIn 'Connected On' date. Pre-2022 relationships usually need a reconnection step before any commercial ask.
| Name | Role | Access | Status | Actions |
|---|
▤ Leads
The master table. Search, filter, sort, add, edit, and export every lead. Click any row (or ✎ Edit) to open its full profile.
▦ Pipeline board
The same leads as draggable cards by status — drag a card to a new column to move it through the pipeline.
◔ Calendar
Every lead with a Next action date, grouped Overdue / This week / Next week / Later, with meeting counts.
◎ Network intelligence
Your combined LinkedIn networks segmented into the 8 outreach groups, with live KPIs, charts, and the message that lands for each.
↑ Import connections
Upload a LinkedIn Connections.csv as outbound leads for one owner. Duplicates (same profile URL or email) are skipped.
◐ Team
Add / deactivate teammates and set admin vs member. Access requires an @pulsestratleadership.com email.
≡ Change log
A live audit trail of every change — leads created, edited, moved, reassigned, tagged, and noted, plus team and import events. Filter by person or change type; click a lead to open it.
Add a lead
+ Add lead (top right). Company or name is required; everything else is optional and editable later.
Edit a lead
Click the row or ✎ Edit → change any field in the drawer → Save changes. Delete removes it permanently.
Start / assign a campaign
Type a campaign name in a lead's Campaign field, or filter a set of leads and use ⛭ Assign campaign to tag them all at once. New names appear in the campaign filter automatically.
Split leads across the team
Filter a set, then ◐ Assign owner to hand them to Michelle, Chris, or Doron in bulk.
Schedule a follow-up / meeting
Set a lead's Next action date and mark status Meeting — it shows on the Calendar tab.
Log activity
Each lead's Activity timeline auto-records status/owner/edits with who + when. Use Add a note for timestamped notes.