What are Signals (beta) and how to use Signal agents

Learn how to use Signals for timely and relevant outreach.

Leverage real-time insights from our new 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 early access to Signals, which is currently in beta. Request early access from support@firmable.com.  
• 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 agent.
  
• Type an agent title, to help you identify and manage the agent in the future.
  
• Apply the people signal filters you want to monitor including:
  
  • Person mobile found: A mobile number has been added.  
  • Work email found: a work email has been added.
  • Personal email found: a personal email has been added.
  • New in role: a person has a new role at a new company
  • Left a role: a person has left a role at their current company
  • Role change: a person has changed roles in the same company.
    
• Apply company filters:  
  • New c-suite appointment: A new c-level position has been added.
  • Company mobile found:  A new mobile number associated with the company has been found. 
  • New funding: A company has acquired new funding. 
  • Leaver: An employee has left the company. 
  • New joiner: A new employee has started at the company.
  • New job posted: A new job has been posted at the company. 
    
• Select your preferred list/s to monitor signals across. You can choose more than one list by selecting on the list name or click Select all and Done. 
  
• 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.
  
• To disable your signal agent, use the toggle. Once an agent has been disabled, it will stop generating any signals until enabled again.
  
• To delete your agent, click the rubbish bin icon, this will delete the agent permanently. 
  
  
  

How to initiate actions from your Signals 

• 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.