Help article
Review profile engagement
Use views, taps, link clicks, and leads to understand whether a connection is progressing.
Read the signals
Profile views show reach, card taps show in-person sharing, link clicks show interest, and captured leads show an explicit exchange. Together they form a useful relationship funnel.
- Open the dashboard overview for the latest totals.
- Open Leads Captured to review individual contacts.
- Filter by status and search by name or company.
- Update the follow-up status after each meaningful interaction.
Export when needed
Use the export control for an approved workflow or CRM import. Treat exported contact data as sensitive and keep access limited to the people who need it.