Leverage insights from our Signals module across the companies and people in your saved lists in Firmable. Quickly track role changes, identify companies hiring for specific roles, funding updates, new hires, new contact detail alerts, c-level appointments, and more.
Create Signal agents to filter on specific signals for targeted lists to monitor changes for key accounts or different prospect segments.
Using signals effectively will help you monitor for changes that may indicate when it’s a good time to connect or reconnect with someone, and with a more relevant conversation starter.
Learn more:
Set up Signal agents
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.
How to set up Signal agents
- To get started set up your list of companies or people you are currently prospecting or are within your areas of interest. For newly created list, signals can take up to 10 minutes to generate.
- Click Signals module in the top menu bar.
- By default, an All list signals agent is created for all lists across your organisation and all our signal events. This is a system agent and unable to be edited.
- To create a Signals agent, click + Create.
- Type an Agent title, to help you identify and manage the agent in the future.
- Select your preferred list/s to monitor signals across. You can choose up to five lists by selecting on the list name or the + icon.
- Apply the company signal types you want to monitor. Learn more about the company signal types available.
- Apply the people signal types you want to monitor including.Learn more about the people signal types available.
- Click Create to finish setting up your agent.
- The new agent will be created and displayed in your list. Select the Companies or People tab to view signals.
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.