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 agent actions, and customise your view.
Learn more:
- Create a signal agent
- How to edit, disable and delete signal agents
- How to initiate actions from your Signals
- How to customise your view
Prerequisites
- You are on a Small Teams, Teams Pro or Enterprise plan with Firmable. If you’re on an Individual plan, email support@firmable.ai to upgrade.
- You have existing lists created (List agents only; Market agents monitor all Firmable data). No lists yet? Learn how to create your first one here.
Create a signal agent
- To get started, set up your list of companies or people you are currently prospecting or that 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 the agent type (Market or List) and manage the lists associated with the agent.
- 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. From here you can:
- Download the company or people record/s to an Excel (.xlsx) file.
- Push directly to your CRM. This action will push the company or people record/s directly into your CRM.
- Push profile: push records directly to your webhook endpoint.
- Add the company or person to a list.
- Run actions: run signal agent actions.
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 an Excel (.xlsx) file.
- Push directly to your CRM.
- Add the company or person to a list.
How to customise your view
- Clicking the magnifying glass 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.
