Partners Tab
Your partner list shows every company in your ecosystem. Click any partner to open the account mapping view for that relationship. Each partner shows their name, domain, and logo. Use the Show Hidden toggle to reveal or hide inactive partners. Click + Add Partner in the top right to add a new one.Account Mapping with a Partner
Click into a partner (e.g., Amplitude) to open their dashboard. This is where you see how your accounts overlap with theirs. Summary cards at the top:- Total Accounts - Accounts in this partner’s list.
- New Business - Potential new logos from the partner’s customer base.
- Active Pipeline - Accounts where an intro has been sent or meeting booked.
- Target Prospects - Partner’s customers on your target list.
- MQLs - Marketing qualified leads driven by this partner.
- Opportunities - Active follow-ups tied to this partnership.
- Company - Name and domain.
- Vertical - Industry (Fintech, Food Delivery, Health & Wellness, etc.).
- Next Step - Current status (Future Event, Intro Sent, In Conversation, etc.).
- Your Company - Your relationship with this account (Customer, Prospect).
- Partner - The partner’s relationship with this account (Customer, Prospect).
- Events - Which events this account’s contacts have attended.
- Partner Notes - Free-text notes for coordination.
Free Tier vs. Paid Tier
Free tier customers can map accounts with paid tier customers inside a collab. Paid tier customers get full ecosystem mapping with all partners across their workspace, independent of any specific event.Global Prospect List
Your master list of target companies. This is how you know which event attendees to prioritize. If someone registers for your event and they’re on your prospect list, you know they matter. Prospects come from two sources: automatically from event signups, or manually via CSV upload.What You See
Each row shows:- Company - Name and domain.
- Relationship - Customer, Prospect, or Partner (color-coded).
- Source - How the company was added (Event Signup or Uploaded).
- Vertical - Industry vertical.
- Events - Which events this company’s contacts have attended.
Adding Prospects
From events: Click Sync Events to pull in companies from your connected event platform. Companies whose contacts have registered appear automatically. From CSV: Click Upload CSV to import your target account list. CSV format, max 5MB. Headers:company_name, website_domain, vertical, region, relationship. Click Download Template in the upload modal for a pre-formatted file.
Manually: Click + Add Prospect to add individual companies.
You can also upload your existing customer list here. Tagging accounts as Customer vs. Prospect lets you see at a glance whether an event attendee is a new logo opportunity or an existing account.
Filtering
Search by company name or filter by Source (All Sources, Event Signup, Uploaded).Settings Tab
Configure your ecosystem taxonomy. These settings apply across your entire workspace and define the labels, colors, and categories used in account mapping.Verticals
Industry verticals for categorizing accounts (e.g., Fintech, Gaming, Health & Wellness). Click + Add Vertical to create new ones.Regions
Geographic regions (e.g., LATAM, NAM, EMEA). Used for filtering accounts in the mapping view. Click + Add Region.Business Types
Account relationship categories with custom labels, codes, and colors:- New Business (Blue) - Potential new logos.
- Existing Customer (Green) - Current customers.
- Expansion (Purple) - Growth opportunities.
Next Step
Pipeline progression statuses:- Not Contacted (Gray)
- Intro Sent (Blue)
- In Conversation (Indigo)
Relationships
How you and your partners categorize accounts:- Customer (Green)
- Prospect (Blue)
- Partner (Purple)