PulseStrat · Leads Console

Scheduled by each lead's Next action date. Set one in a lead's drawer to put it on the calendar.

Segments are computed live from imported LinkedIn connections.

Sectors ?Where the network's commercial gravity sits. Classified from each connection's company and title.

Share of connections by sector

Seniority ?Decision-making altitude. VP+ can typically sponsor an engagement; ICs are validators and referrers.

Connections by seniority band

Employer concentration ?Companies with 3+ connections. High concentration means the network's reach depends on a few employers.

Top employers (3+ connections)

Connections added per year ?From each connection's LinkedIn 'Connected On' date. Pre-2022 relationships usually need a reconnection step before any commercial ask.

By LinkedIn connection year

Eight actionable segments ?Each connection is scored on sector, function, and seniority, then assigned to the segments it qualifies for. Segments overlap by design, so counts can sum to more than the network total.

Counts and the composition line update live from your imported connections. The strategy for each segment — how to open, what lands, what kills it — is the PulseStrat playbook, adapted from Doron's network analysis.

How access works. Add a teammate here to authorize them, then have them open this console and choose “First time? Create your password.” They set their own password — you never see or handle it. Access is restricted to @pulsestratleadership.com email addresses only.

Name	Email	Role	Access	Status	Actions

Welcome to the PulseStrat Leads Console — the shared home for every inbound campaign lead and outbound LinkedIn connection. Everyone signed in sees the same live data; changes sync in real time.

The tabs

▤ 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

Leads as draggable cards, one per column, starting in New. Setting a lead's engagement moves it to the Engagement stage; from there drag it on through Contacted → Won / Lost. Every card is coloured by status (New = orange) and carries a Passive / Active / Relationship badge. Hover a card for its status.

◔ 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.

How to…

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.

Tag LinkedIn engagement

Every lead starts None (not yet reviewed). Set how warm they are: Passive (connected only), Active (you like / comment / DM), Relationship (real two-way). Change it inline in the table's Engagement column or in the drawer — setting any real level moves a lead still in New into the Engagement stage.

Set Market & Core product

Auto-classified from the company (e.g. Dexcom → Diabetes / CGM, iRhythm → Cardiac Rhythm / ECG Patch). Edit either field per lead in the drawer; new/imported leads classify automatically.

Spot shared connections

When more than one of you knows a lead, an ◆ Also known by marker appears on the row, pipeline card, and drawer — a warmer, multi-founder intro.

Filtering & saved views

Filter on multiple values

Every filter dropdown is multi-select — tick as many as you want (owner, title / position, sector, segment, market, engagement, status, campaign, origin). Logic is OR within a filter, AND across filters. Long lists (like titles) have a search box inside the dropdown; the free-text Search and position boxes still work too.

Clear filters

✕ Clear filters resets every dropdown, the search box, position filter and “My leads”. Sort stays where it is.

Save a view

Set any filters + search + sort, then ★ Views → Save current filters…, name it, and choose Shared (whole team) or Private (just you). Re-apply any saved view in one click.

Share or unshare a view

Under ★ Views, your own views show Share / Unshare and delete. Shared views appear for everyone live (under “Shared by the team”, labelled with who shared them); private views follow you across devices.

Field definitions

Pipeline statuses

Network segments (S1–S8)

A live audit trail of every change across the console — leads created, edited, moved, reassigned, campaign-tagged, noted, plus team and import events. Newest first. Everyone signed in sees the same history.