How to manage CrossPitch Follows

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

You can create teams, browse suggested contacts, and add follows on a user's behalf. If you are onboarding multiple teams at once, you can also bulk import using a CSV file.

To track lateral hires with milestones and reviews, see Lateral Manager.

On this page

• Getting started
• Creating a team
• Adding users to 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 in your organisation. Toggle My teams only to see just the teams where you are a Team contact.

Creating a team

Teams group your managed users 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. Add one or more Team contact(s) by searching for a user. They can manage follows for this team.
4. Click Create Team.

Your new team will appear in the overview table. 

To change a team's name or contacts later, open the team and select Team settings.

Adding users to a team

How to add a user:

1. In the Groups Overview, find your team and click Manage.
2. On the team dashboard, select Add users. If the team already has users, the button is in the dashboard header.
3. Use the search bar to find a user by name, role, or location.
4. Click Add next to the person.
5. Repeat for any additional users, then close the modal.

To add lots of users at once, see CSV templates.

The team dashboard lists each user with how many colleagues they follow and are followed by, their mutual follows, and when their follow summary was last sent. Use Manage to open a user, or × to remove them from the team.

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. On the team dashboard, select Manage next to the user.
2. On the user's page, find someone to follow:
   1. Suggested introductions: colleagues the user is likely to benefit from meeting, with the reason they were suggested. See The individual lateral view for how these work.
   2. Find colleagues: search the CrossPitch network using natural language, for example "M&A consultants in New York" or "tax partners in London".
3. Click Follow next to their name.

The follow is created straight away and shows in the user's Following list as "Added by [your name]".

Cards on the user's page show who they follow, who follows them, their mutual follows, and their posts or CrossPitch emails. Select a card to see the full list.

To email the user a summary of their network, select Send follow summary. It can be sent more than once, and later emails only list new followers.

Unfollowing someone

• On the user's page, select the Following card.
• Find the person you want to unfollow.
• Select Unfollow.

Note: Users can also remove follows themselves, from their own network map or CrossPitch Search. No one is notified when a follow is removed.

CSV template

Use Import CSV on the Groups Overview to create several teams at once. 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

Keep the header row when you replace the sample data.

Names must match existing Passle users exactly. You don't need to include role, office or location. Each row creates one team, and any names that can't be matched are flagged in the preview before you confirm.

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

Notifications and the user experience

Adding users to a single team

1. From an empty team, select Bulk import users from CSV.
2. Download the CSV template and fill it in.
3. Upload your completed file.

Rows for people who aren't Passle users are skipped and listed in a summary. 
 

Example:

Email address
emma.harris@harpergray.com
david.chen@harpergray.com
michael.oconnor@harpergray.com

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 can follow back. 
• The managed user 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 CrossPitch Search, and remove any of them in the normal way.