How to manage CrossPitch Follows

The Manage CrossPitch Follows feature lets your business development and marketing team build follow networks on behalf of your colleagues directly within Passle, this is particularly useful when onboarding new hires who need a ready-made network from day one.

Rather than waiting for teams to manually build their own connections, you can create teams, browse suggested contacts, and add follows directly on their behalf. If you are onboarding multiple teams at once, you can also bulk import using a CSV file.

On this page

• Getting started
• Creating a team
• Managing follows for a user
• Unfollowing someone
• CSV template
• Notifications and the user experience

Getting started

Manage CrossPitch Follows is available to client administrators. 

1. Log in to your Passle dashboard.
2. Select SWITCH TO ADMIN
3. In the left-hand navigation, select CrossPitch AI.
4. Click Manage CrossPitch Follows.

You'll land on the Groups Overview, a table of all teams currently set up for your organisation.

Filtering to your own teams:

If you only want to see the teams you personally manage, toggle My teams only at the top of the page. This filters the table to teams where you are listed as a business development contact for that team.

Creating a team

Teams group your managed users together under one or more members of your business development or marketing team. You might create a team for a practice group, an office, or a cohort of new joiners.

How to create a team:

1. On the Groups Overview, click + Create Team.
2. Enter a Team name.
3. Select the team members who will manage this team. You will be pre-selected and cannot be removed. To add others, click their name from the list and they will appear as tags above. Remove any added member by clicking the x next to their name.
4. Click Create Team.

Your new team will appear in the overview table.

Adding users to a team

Once a team is created, you can add the users (e.g. lawyers, consultants) whose follows you will be managing.

How to add a user:

1. In the Groups Overview, find your team and click Manage.
2. On the Team Detail page, click + Add User.
3. Use the search bar to find a user by name, role, or location.
4. Click Add next to the person you want to add to the team.
5. Repeat for any additional users, then close the modal.

Users you've added will appear in the team's user list.

Managing follows for a user

Once a user is in a team, you can follow people on their behalf.

1. In the Team Detail page, find the user in the list and click Manage next to their name.
2. You'll enter the User Detail view. A banner at the top confirms whose follows you're managing: "Managing follows for [User Name]".
3. The screen is split into two panels: 
   Left panel: Find people to follow (Suggested and Search tabs)
   Right panel: This user's current Following and Followers
4. Find someone you want to follow (see Searching for people to follow below).
5. Click + Follow next to their name.

The follow is created immediately. The right-hand Following tab updates to show the new connection, labelled "Added by [your name]".

Searching for people to follow

From the User Detail view, you have two ways to find people:

Suggested

The Suggested tab displays contacts recommended for this user based on their profile, powered by CrossPitch Search. This is the best starting point, especially for new joiners where you want to quickly build a relevant network.

Search

The Search tab lets you find anyone in the CrossPitch network using natural language. Try queries like "M&A consultants in New York" or "tax partners in London".

Unfollowing someone

You can remove a follow you've created on a user's behalf at any time.

To unfollow:

1. From the User Detail view, click the Following tab in the right-hand panel.
2. Find the person you want to unfollow.
3. Hover over the Following button; it will turn red and display Unfollow.
4. Click Unfollow to remove the connection.

Note: Users can also remove follows themselves in the normal way by selecting Unfollow when viewing a contact on their own network map or in CrossPitch Search. No one is notified when a follow is removed. Removing a follow does not affect any other teams the user is a member of.

CSV template

If you're onboarding multiple teams at once, you can bulk-import your team structure using a CSV file rather than creating teams one by one. For example, you might use this when setting up 10 members of the business development team, each managing 40 lawyers.

• Download an example CSV file containing sample data, in the required format

Ensure the header row is retained while replacing the sample data with your own.

Names must match existing user records in Passle exactly. You do not need to include role, office, or location as Passle already holds that information for each user.
 

Example:

Team Name, BD Name(s), Team Member(s)
New Hires, Sarah King; Emma Harris, James Okafor; Lucy Warrington
New York Litigation, Sarah King; Dan Morris, Carlos Rivera; Priya Mehta; Raj Patel
APAC Tax & Advisory, Fiona Cheng, Priya Mehta; Raj Patel; Hannah Lowe

Each row creates one team. Any names that cannot be matched to an existing user will be flagged in the preview step before you confirm the import.

Notifications and the user experience

What happens when a follow is created?

• The person being followed receives the standard Passle "Someone is following you" email, identical to a user-initiated follow. They have the option to follow back.
• The managed user (the person on whose behalf the follow was created) does not receive a notification. The follow simply appears in their network.

If you would prefer the person being followed not to receive this notification for business development-initiated follows, please get in touch with us and we can disable this for you.

Can managed users see and manage their follows?

Yes. Managed users can see follows created on their behalf on their own network map and in CrossPitch Search. They can remove any follow in the normal way; no special action is required.