How to prioritize warm introductions and travel planning

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How to prioritize warm introductions and travel planning

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Overview

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Steps

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Scenario 1: Find warm introduction opportunities through a specific

1. Open your companies or people list.
2. Click Filters → + Add condition.
3. Connections → All Connections → has any of → Select “Jane” AND Last Contact → is within the last → 6 months
4. Sort by → Connections → Score → High to low
5. Click Apply.

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Scenario 2: Plan meetings by geographic region

1. Create a new filter view: Location → has any of → California
2. Click Sort → Location → A to Z
3. Add secondary sort: Last Contact → Oldest first
4. Click Apply.

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Scenario 3: Identify high-value relationships to maintain

1. Filter for relationship strength: Connections → Score → is greater than → 70 AND Last Contact → is not within the last → 3 months
2. Sort by → Connections → Score → High to low
3. Click Apply.

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Expected Outcome

• Scenario 1: Companies where Jane has connections, filtered by recent activity, ranked by relationship strength
• Scenario 2: California deals organized by city, with stale relationships prioritized within each location
• Scenario 3: High-value relationships (70+ score) that need re-engagement, ranked by connection strength

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Tips/Warnings

• Connection Score ranges 1-100 (less than 40 is weak and greater than 70 is strong).
• Use Last Contact vs. Last Meeting depending on your networking strategy—contact includes all touchpoints.
• Connections → All Connections shows ALL entities where one of your colleagues is connected, not just their strongest connections.