Opportunity Signals is uman's AI-powered module that finds potential opportunities across your accounts. It looks for changes or events at an account, connects them to your offerings, and guides you through a simple review-and-action flow.
⚙️ How it works
Scan - uman monitors your accounts for potential opportunities, enriching them with external insights (news, acquisitions, financial signals, technology changes, launches) and matching them to your offering portfolio.
Enrich - for each opportunity, uman creates a clear summary: what happened, why it matters, and how your offering can help. It also links relevant case studies when available.
Review - your team decides which opportunities are worth pursuing, with suggested questions and potential stakeholders.
Act - approved opportunities can be pushed to outreach campaigns with the right contacts.
Opportunity Signals supports both prospecting (new business) and expansion (growth in existing customers).
🚦 Opportunity statuses
Active: you or your team is working on it.
Disqualified: not relevant anymore.
Meeting booked: progressed to a scheduled sales meeting.
🔍 Where you see new signals
Opportunity signals page: a carousel of newly detected signals at the top, with Your signals (the ones you've accepted and are working on) below in My signals and All signals tabs.
Homepage: the Opportunities card shows new signals on your accounts; click one to review it, or Review all opportunity signals.
The overview table shows Title, Account, Status, Offerings, Owner, Last activity, and quick actions. Use Filters to narrow by account type, accounts, offerings, statuses, owners, and opportunity type.
For a step-by-step guide, see Reviewing & acting on opportunities.