What are Signals (beta) and how to use them

Learn how to use our Signals module 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.  

Filter based on specific signals or 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.   

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.  

How to use Signals? 

• To get started set up your list of companies or people you are currently prospecting or are within your areas of interest.
• Navigate to our Signals module in the top menu bar.
  

• By default, signals are displayed for all lists across your organisation. To view signals for specific lists, click the list filter and select one or more lists to narrow the signals displayed.
  
• 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. 
    
• Apply people filters 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.
    
    
    

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.