Contact record · original wording unverified
Signature/disclaimer hidden.
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CAUSE
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Primary engagement
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Relationship history
v2
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Transact likelihood
next 12 months
CALIBRATING
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v2
Momentum
24-month weekly contact
CALIBRATING
needs 5+ touch records
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v2
Market pulse
latency · market events
CALIBRATING
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v2
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Difficulty
lower is smoother
CALIBRATING
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Personality
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tap bars for quadrant
Quadrant · inspect depth
HideHealth since first contact
Hatched = degradation · dots open the epoch
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EPOCH · … …
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AI THINKING
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tap a run to see how the read changed
BEFORE · …
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THIS RUN · …
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Suggested next actions
Recent conversation
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Decisions
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Full context
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Nurture plan
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Contact
Type
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Phone
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×
+ add phone
Email
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×
+ add email
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Tags
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No primary engagement found. Engagement contact details are unavailable.
Addresses
+ add address
No addresses on file. Click "+ add address" to seed one.
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remove
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Profile & notes
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Memory hook
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Notes
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Linked people
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+ add linked person
Linked people
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No linked people on file. Click "+ add linked person" to seed a spouse / family / business partner.
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remove
☎︎ …
✉︎ …
🎂 …
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How can I help
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Referred by
click free-text to edit
Person
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Free-text
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click to add
Referrals sent our way
… leads
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Buyer criteria
Price range
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Rooms
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Neighborhoods
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Criteria notes
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Personality Snapshot
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↻ refresh
✎ draft touch
AI-suggested state
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Strategic pin
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No strategic state pinned. Click to set.
Next step
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No saved next-step guidance.
Summary
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No personality summary on file.
Override notes
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Mindset shifts
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Waiting on
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Saved primary-engagement note
Status
Temperature
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Timeframe
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Lifecycle
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Pipeline stage
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Primary engagement
Agreements
No buyer / listing / HoH agreement fields populated on the primary lead.
Scores & dates
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Health score
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/100
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Timeline
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No timeline events on file. First contact / agreement / offer / closed dates will appear as they're set.
Conversation
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No touches on file for this person.
Documents
TRASH
Show trash · …
Back to active · …
+ add document
No documents on file. Click "+ add document" to attach a file or link.
Trash is empty.
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remove
restore
rename
edit link
edit expiry
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pulse · documents · click kind, name, notes, or link to edit. Remove is soft-delete (recoverable via signal_audit_log).
Properties
+ add property
No owned properties on file. Click "+ add property" to seed one.
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pulse · owned_properties · click any chip / address / notes to edit. Start typing a street to get Mapbox suggestions.
Appointments
+ add appointment
No appointments on file. Click "+ add appointment" to seed one.
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pulse · appointments · click any chip / title / location / notes to edit. Mapbox autocomplete on location; free-text like "Zoom" or "TBD" also works.
Transactions
No transactions on file for this person.
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GCI …
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pulse · transactions · click any row to open the deal in Pulse. Create + edit stays in Pulse.
Offers submitted
No buyer offers on file for this person.
… · submitted …
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STATUS …
SELLER …
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pulse · buyer_offers · click any row to open the parent Lead in Pulse. Create + edit stays in Pulse.
Tasks due
TRASH
Show trash · …
Back to active · …
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↓ reverse
Task status is unavailable.
No tasks match. Clear filters or add a task.
Trash is empty.
No verified task rows are currently available. This is not a confirmed empty list.
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✓
restore
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☆
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· Asana
Move due date
Buying interest
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Notes
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pulse_leads · click any value to edit · writes via signal_write_lead_field RPC
Engagements
No engagements on file for this person.
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HOH
Created …
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Updated …
pulse_leads rows linked by person_id · read-only in Signal
House of Hoult
No HoH projects on file for this person. Tab is visible so we can add one later.
HOH
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Next: …
FEE …
INV …
PAID …
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START …
TARGET …
DONE …
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pulse_hoh_projects · MVP read-only slice · the full HoH subsystem (moodboard, rooms, expenses, procurement, photos, payments, time, notes) lives in Pulse — Signal will surface those as their own sub-tabs later.
Loading deals...
Recorded amounts
- Property value
- Recorded commission
Loading relationship health...
Current contact scores
contacts in the current result
Recorded activity by week
Next actions ... in play
Prospects grouped by what needs to happen next. Work the daily queue in Inbox.
Loading next actions...
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Profile unavailable.
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...Why now
Stage and notes ·
Empty
∅
No warm or hot leads to chase
Pipeline populates as leads move into warm/hot status.
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SEGMENT BANDS · v2
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Sort
Filter
Group
⇅
View
Cards
Rows
Sync Google Contacts → Pulse ↗
Anniversary
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Click card to add memory hook…
… lifetime
Last touch …
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No alumni match — clear the filter or widen the search.
Past clients list is empty — import historical transactions or log the first touch to seed the sphere.
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Anniversary
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Click card to add memory hook…
… lifetime
Last touch …
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Type
Source
Motivation
Missing
Sort
Clear filters
View
Action
Rows
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No people match the current tile and filters. Clear filters or widen the search.
NAME
BAND
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No people match this view and its filters.
… SELECTED
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✓ … — queued for ratification on Today. Nothing sends automatically.
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Inbound/outbound interval
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TEAM TOUCH SOURCE
Approve vs edit
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Outbound activity
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…/30 DAYS
Current Optimal profiles
current scored view
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currently classified Optimal
Decision activity
… · ROLLING 7 DAYS
… APPROVED
… EDITED
… EDIT SHARE VS PRIOR 7D
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Decision activity here includes only queue events attributed to Meg’s account. Team touch cards are not attributed to either person.
← Back to You
Perspectives
saved Database views · sync per user
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Save the current Database filter as a new Perspective from the chip strip.
Field aliases
renders in UI only, never in the database · Meg has her own set
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Band thresholds
changes preview against 30 days of history before applying — no silent changes
Optimal at≥ …
Watch at≥ …
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Apply
Reset
Internal approvals · relationship follow-up decisions live in Inbox
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Undo
Decide
Defer 7d
Delegate to Meg
✓
No system approvals pending
Signal will keep relationship follow-up decisions in Inbox.
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Showing the first 20,000 groups. Counts cover loaded groups only.
GROUP CHATS · APPROVAL QUEUE
Group chats
Pick which iMessage group chats attribute their messages to each participant's Signal Profile. Only approved chats show up in per-person Comms tabs.
Pending …
Approved …
Rejected …
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Approve
Reject
Un-approve
Reconsider
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… messages · …
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No message bodies captured for this chat (all rows have null text — tapbacks, attachments, or system messages).
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