Learn how to manage Signal agents to track specific signals, monitor key accounts, and identify the best times to reach out. This article also covers how to modify, delete or disable Signal agents, use Signal actions, and customise your view.
Learn more:
Create Signal agent
Modify, delete or disable Signal agents
Signal actions
Customise your view
Prerequisites
- You are on a Teams or Teams Pro plan with Firmable. If you’re on an Individual plan and want to invite additional users, email support@firmable.com to upgrade.
- You have existing lists created. No lists yet? Learn how to create your first one here.
Create Signal agent
- To get started set up your list of companies or people you are currently prospecting or are within your areas of interest.
- Follow these steps to create your Signal agent.
How to edit, disable and delete Signal agents
- Click on the three dots next to your agent and click edit agent details.
- From here you can, update your agent title, add or remove people and company signal filters and update the list. Click update to save all changes.
- Click on the three dots next to your agent and click Disable agent. Once an agent has been disabled, it will stop generating any signals until enabled again.
- Click Delete agent, to permanently delete your agent.
How to initiate actions from your Signals
Option 1
- Select the checkbox next to the person or company and from here you can:
- Download the company or people record/s to a .XLSX or excel file.
- Push directly to your CRM. This action will push the company or people record/s directly into Salesforce or HubSpot.
- Add the company or person to a list.
Note: you can select one checkbox or multiple to perform the desired action.
Option 2
- Click the arrow on the right-hand side to expand your action options.
- From here you can:
- Download the company or people record/s to a .XLSX or excel file.
- Push directly to your CRM. This action will push the company or people record/s directly into Salesforce or HubSpot.
- Add the company or person to a list.
How to customise your view
- Clicking the magnify icon will hide or show the column search options.
- The column icon will allow you to customise the columns displayed. You can either remove or add columns from your view using the toggle.
- The full screen icon will allow you to expand your search view to full screen.
We hope this article has helped you understand how to set up Signal agents. If you have any other questions, don't hesitate to contact us at support@firmable.com.