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The Introductions pipeline groups stored records into workflow stages. Stage labels reflect stored status. They do not independently confirm that a connector approved, a message was delivered, a target replied, or a meeting occurred.

Keep status grounded in evidence

Update a record only after you have confirmed the corresponding event in the channel where it happened. Add enough context to distinguish a genuine reply or meeting from a planned next step. Dragging a card to another column updates the Introd workflow state. It does not contact anyone.
Several displayed stages can map to broader stored states. Use the selected record’s details and your external communication history as the source of truth.
Last modified on August 17, 2026