This article explains how we calculate the "Source of Introduction" column. Here is an example below.
When it comes to me (Ryan) and my team's relationship to Rachel (an external contact), Matthew (another external contact) is the Source of Introduction since me/my team's first interaction with Rachel was made possible via Matthew. Matthew has introduced me/my team to Rachel by way of CC'ing Rachel in the email thread on January 28, 2020.
How we calculate Source of Introduction
In order to calculate the Source of Introduction, we look at the First Email and pick:
- The sender who appears in the From field (this is the most common case).
- If we were unable to create a contact in Affinity for the sender (because we couldn't find a full name for example) or if the sender is the entity in question (Rachel), then we pick an internal teammate who appears in the To field if one exists, and if not, then an internal teammate in the CC field.
- If there are no internal teammates, we pick an external person in the To field if one exists, and if not, then an external person in the CC field.
If the Source of Introduction has been calculated incorrectly, feel free to double-click the cell and edit it to the correct person. Just know that we may not be able to tie this individual with an email communication from the past if this occurs.