KretaOSHelp
Sign in
Client memory

Network

Warm paths into leads, people who connect your accounts, who moved on, and accounts that rest on one person.

Updated 29 Oct 2026

KretaOS keeps a person separate from the company they work at. So when someone you know turns up somewhere new, the relationship comes with them. The Network page tells you, in plain words, what that is worth.

Choose Network in the left rail (on a phone, in the account menu at the top). The Network | Graph switch at the top right moves between this page (the answers) and Graph Memory (the same people drawn).

What is on the page

A line at the top says what matters most — for example "13 clients hang on one person — biggest open deals first". A strip below counts People and, only when there are any, Warm paths, Connectors (people at two or more companies), Moved on, Nobody to call and One person deep. While you have no warm paths or connectors yet, one line says how they appear, with a link to this page. Below it are the lists.

Filter and sort

Above the lists:

  • Owner — Everyone, Me, My team (if people report to you) or one teammate. It narrows the client lists and warm paths to the clients that person owns.
  • Tier — Every tier, or tier 1, 1–2, 2 or 3.
  • Open value, Last touch or Name — the order of the client lists.

People counts, Moved on and Connectors always cover the whole book.

Top referrers

Who brings you business: each referrer, the records they referred, how many of those are now clients, and the deal money on them. Referrals come from Referred by on a client. See Referrals.

Warm paths in

Someone you already know now sits inside a company you are still trying to win. Say Anil was the buyer at a Pune distributor you supply, and he has joined a lead in Nashik. That is a warm introduction waiting to be used. Each row names the person, their role, and where you know them from.

Nobody to call

Active clients with no contact on file, or whose contacts have all moved on. These come first: you can't reach them today.

One person holds the relationship

Clients where everything rests on one person — nothing looks wrong until they leave. The biggest open deals come first (then tier 1, then the most recently active); each row shows that one person and their role, the last touch and the open deal value. Add a second contact opens the add-contact form on that client: add the second person you already deal with, such as accounts or the plant head. The list shows 25 clients a page; Next and Previous move between pages.

Moved on

People who have left an account. Where KretaOS knows where they went, it names the new company, and that is a door. Where it does not, the row says so.

Connectors

People attached to more than one company in your book: the agent, the consultant, the family member who sits on two boards.

How it is worked out

Everything here comes from the people and companies already in your book. There is no AI guessing and no cost. A person counts at two companies when they are one person in KretaOS: for example, you added them at the second company with the same email address or phone number, or an admin linked the two records. Duplicate suggestions never treat a shared surname as evidence. See Same person, two companies.

When the page is empty

Nothing to connect yet means KretaOS has not seen the same person at two companies. Add the people behind your accounts, and mark a contact who left with Left company on their page. The lists fill in by themselves.

Related

  • Graph Memory — See your whole book as a map of clients, people and facts, with lines for who referred whom, in four layouts.
  • Same person, two companies — Link one person across the companies they work with instead of merging, so their history and trust travel with them.
  • Referrals — Record who brought each client to you, and see which partners and people bring in the most business.
  • People — Add the people you deal with at each client, keep their numbers and consent, and use their page as a person-level history.
Did this answer it?

Or write to contact@tamkis.com