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Configuring Signal Monitoring

1

Select Signal Types

Choose which signals are relevant to your sales cycle (new hires, funding, social mentions, etc.)
2

Define Relevance Criteria

Specify which roles, keywords, or events matterExamples:
  • Only C-level hires for enterprise segment
  • Series A+ funding for growth segment
  • Specific competitor mentions
3

Set Thresholds

Determine signal intensity required to trigger actionExamples:
  • 3+ new hires in 30 days
  • Funding round >$10M
  • 2+ social mentions in a week
4

Create Signal-Based Plays

Build automated workflows that execute when signals fire
5

Monitor and Refine

Track which signals lead to pipeline and optimize accordingly