Turn a signal into an action

A signal can help you decide what to investigate or prepare. It is not permission to contact a person.

1. On the Feed, read the headline and date.
2. Use Get in touch to open the record or Add to a list.
3. Have your agents write to them opens the writing flow for that business. Choose the offered campaign and person options, then review the prepared writing.
4. For another task, open the record and choose the relevant agent character. Request a specific next step using that record's context.
5. Read the job and prepared result before using it.

Adding a business to a list is not starting a campaign. Saving a draft is not sending. Sending and campaign starts retain their checks and review.

Search can also find supported reasons to talk within your saved audience. Insights can compare recorded evidence with counts and coverage. These are separate from assuming every new signal is automatically filed into a campaign.

For email and calls, PECR and UK GDPR still apply. This is guidance, not legal advice. See PECR and UK GDPR in plain words for a B2B seller, The Search agent and The Engage agent.