Get real-time alerts for what's happening inside your companies.
Signals are based on Swedish companies in Company Data Hub. Account managers get notified whenever there's new activity that could impact sales strategies. Anything from new financial results, news and press releases, even changes in corporate structures.
How to set up Signals
- Activate the Products Prospecting Signals and Company Data Hub
- Click Settings → CRM → Prospecting Signals:
- You have two ways to add companies. First way: click the dropdown and add companies based on Journey status:
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Second way: add companies manually. Open the company card and click the Signals icon to add the company. The icon is shown on Swedish companies, to admins and to users with the Manually add companies to Signals permission:
- A blue box around the icon shows that Signals is activated. Click again to remove the company from Signals:
- Upsales can also automatically update company cards with new information that comes from Prospecting data sources. Under Automatic updates, turn on Enable auto updates of companies:
- Account managers can now receive and view Signals notifications whenever they come in:
- Users can also choose which Signals notifications to receive. Click Settings → Notifications:
- Scroll down and tick/untick the boxes for each notification type:
- Signals are also stored and accessed through the main menu. Click to open and you'll see filters for:
- companies (My companies/All companies)
- types (All/Potential risk/News/Company updates)
- timing (All/Past week/Past month)
The page opens on My companies, Potential risk and Past week.
- Now when you view a company's timeline, you can also view company updates from Prospecting Signals:
- Click All to view all company updates. Click Signals to hide or show updates from Signals. Click News to view news related to the company. You can also pin a news item to add it to the company's timeline: