Signals are potential deals uman finds for you. uman monitors your accounts, spots what matters, and turns each event into a clear, ready-to-act signal.
Signals used to be called "Leads". Old links to the Leads page still work and open Signals.
⚙️ How it works
uman watches your accounts. In the background, uman looks for changes and events at your accounts, such as news, LinkedIn posts, growth, and other business events. It also picks them up from your meetings, your notes, and the emails in your CRM. It then matches them to your offerings, cases, and inspirations.
Each signal comes ready to review. For every signal you see why it matters now, the sources uman found it in (each with its date), the offerings, cases, and inspirations that match with the reasoning behind them, and the people to contact.
You decide and act. Accept the signals worth pursuing, pick the right people to contact, and move them straight into outreach. Disqualify the ones that are not a fit.
Signals cover both new business and growth in accounts you already work with. uman doesn't look for signals at accounts marked as Partner.
🚦 Signal statuses
New: Freshly found, waiting for your review.
Stale: A new signal you have not acted on for 30 days. uman flags it so it does not slip through the cracks.
Active: You or your team is working on it.
Meeting booked: It progressed to a scheduled sales meeting.
Disqualified: Not relevant.
🔍 Where you find your signals
Signals page (in the sidebar): opens on a feed of your new signals, one card each, newest first. Select Table for the full list of your signals.
Homepage: the Signals card shows new signals on your accounts. Open one to review it, select Reach out to go straight to its contacts, or select Review all signals.
Accounts page: the list shows how many New signals and Active signals each account has. Open an account to see its Signals.
📋 The Signals page
The page opens on New signals: a card for each of your new signals, newest first. Each card shows:
Why now: what happened at the account, and why it matters for what you sell.
Sources: where uman found it, each with its date. A source can be a web page, a LinkedIn post, one of your meetings, a note, or an email in your CRM. Select a source to open it.
Matches: the offerings, cases, and inspirations from your portfolio that answer the event. Hover one to see why it fits.
Suggested contacts: who to approach. Hover a contact for their details, or open their LinkedIn or CRM profile.
The actions: Learn more, Manage owners, Disqualify, Accept, and Reach out.
Filter the cards by Offerings, Industries, and Headquarters.
To see all your signals, select Table at the top right (Cards takes you back). The table shows each signal's Title, Account, Status, Offerings, Contacts, Owner, and when it was Created. You can add a Cases column too.
Use My signals / All signals to switch between the signals you own and every signal on your accounts, and use the Accounts, Offerings, Industries, and date filters to focus the list. The chips at the top show how many signals sit in each status.
If you're an admin, you can export the All signals list to Excel with Export to Excel.
For a step-by-step guide, see Reviewing and acting on signals.