The Sphere, and how it differs from your pipeline
Cultivate works active buyers in your pipeline. The Sphere works the long game: past clients, friends, family, and referral partners who are not in-market today but will be one day.
Where it lives
Click Sphere in the sidebar. The page it opens is titled Nurture and its address is /nurture. Both names refer to the same thing, so do not go looking for a second area.
Two different record types
Leads
Active buyers. They live in your pipeline, carry a 0 to 100 temperature score, and can be worked with Cultivate.
Sphere people
Everyone else in your book. They live under Nurture, carry a warmth score instead of a temperature score, and get lighter, long-horizon touches. They are not leads and they do not appear in your pipeline.
A person can become a lead. Open their record and use Promote to lead. That creates a linked lead in your pipeline and keeps the relationship history attached. The two records then coexist: the person stays in your Sphere and the lead appears in your pipeline.
What the top of the page tells you
- People: everyone in your Sphere.
- VIPs: people you tagged as the VIP tier.
- Due for a touch: people whose next scheduled touch date has arrived.
- Warming up: people whose warmth score is 70 or higher.
Promoting a person to a lead does not by itself create consent to email or text them. See sphere email and the law for which touches can actually send.
Need more help? Contact support.