Opportunity Signals is uman’s AI-powered module that finds potential opportunities across your prospects. 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
Opportunity Signals follows a four-stage workflow:
Scan — uman monitors your accounts for potential opportunities. It enriches accounts with external insights (such as news, acquisitions, financial signals, technology changes, and launches) and matches 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. You’ll also see 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
Opportunities that you are working on can have one of the following statuses:
Active: You or your team is working on it.
Disqualified: Not relevant anymore.
Meeting booked: Progressed to a scheduled sales meeting.
Homepage widget
On the homepage, you’ll see a carousel with up to 10 newly detected opportunities. Each card shows the company, opportunity title, up to 3 relevant offerings, and when it was detected. Use the filter to switch between Customer and Prospect opportunities, or click “Review all” to open the full overview.
Overview page
The Opportunity Signals overview includes two views:
My signals — Opportunities assigned to you
All signals — Team-wide opportunities (respecting Private Mode)
The table shows key info such as Title, Account (Customer/Prospect), Status, Offerings, Owner, Last activity, and quick Actions.
Use Filters to narrow down by account type, specific accounts, offerings, statuses, owners, and opportunity type.
For a step-by-step guide, see the “Reviewing and acting on opportunities” article.