Relationship Map

Visual contact intelligence for every account.

Overview

The relationship map shows all contacts at an account as a visual graph. Decision makers appear at the top, with reporting relationships shown as connections. Each contact node is color-coded by touch recency: green (recent), yellow (due), red (overdue).

Contact Intelligence

Each contact can have enhanced relationship data:

• Influence Level — Decision Maker, Strong Influence, Moderate, End User, Gatekeeper
• Preferred Contact Method — Email, Phone, Video, In Person, Teams/Slack
• Best Time to Reach — Free text (e.g., "Mornings", "After 2pm")
• Champion/Detractor — Flag internal advocates and resistors
• Scheduling Contact — Who to contact to schedule meetings with this person

Relationship Types

• Reports To — Org hierarchy
• Manages — Reverse of Reports To
• Schedules For — Assistant/gatekeeper relationship
• Influences — Political influence
• Works With — Peer relationship
• Refers To — "Talk to X about Y"

Touch Tracking

The relationship map integrates with the touch cadence system. Each contact shows when they were last contacted and whether a touch is due. The Daily Briefing surfaces alerts when key decision makers haven't been contacted within the recommended cadence.