Circle of Influence
Visualize your referral partners and the leads they influence
Inner ring — Referral PartnersOuter ring — Leads & Clients
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Referral Partners
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Leads & Clients
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Active Clients
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In Pipeline
Click any node in the circle to see contact details
Stage Colors
Lead
Discovery
Design
Implementation
Follow Up
Client
Lost
How referral partners are identified: Contacts appear in the inner ring when their lead source is set to Referral and their trust level is Established or Strong. Update these fields on any contact's profile to move them into your Circle of Influence.