LeadShift Internal

Peer Circle Matching Engine

Leadership team

Peer Circle Matching

Username Password

Participants

Facilitators

Circle Types

Circles

Create Facilitator

Name Specialization Company Type Experience Max Circles Base Session Fee Founder Experience

Sync Participants from HubSpot

Participants should come from HubSpot in your desired workflow.

Limit

Create Circle

Circle Type ID Facilitator ID Start Date

Assign Participant to Circle

Circle ID Participant ID

Approve Participant

Participant ID

Run Match

Participant ID