Review one list
New items, planned follow-ups, and people marked for review appear together instead of being split across reports and inboxes.
SignalKnow who to call, and why now.
Put the people who may need attention in one list. See why each person is there, decide whether contact makes sense, and record what happens next.
From notice to follow-up
See why someone needs attention before deciding what to do.
Read the reason
Check the known timing, place, budget, and stated plan. Missing or uncertain details remain visible.
Leave a next step
Call, write, defer, hide, or move the person into client work, then set the next reminder while the details are fresh.
The parts an agent uses every day.
Signal is for the short stretch of work between noticing a person and deciding what should happen next.
Lead inbox
Search and filter the people waiting for review. Counts show what is new, due, claimed, or already being worked.
Lead detail
Open a person to read the available plan, timing, location, budget, and message before making contact.
Follow-up plan
Set the current state, next reminder, and a short note without leaving the person’s page.
Claim and assignment
Make it clear who is responsible before contact begins, so two people do not work the same item.
Contact limits
Keep contact details closed until the agent chooses to take responsibility, and retain suppression and privacy choices.
Outcome history
Keep attempts, responses, reminders, and the final result together so the next person does not start from memory.
A common Signal task
Work a new lead without losing the thread.
- 01
Open Lead Inbox.
Start with new or due items and choose one person to review.
- 02
Read the detail.
Check why the person appeared and whether the known details support contact.
- 03
Choose the action.
Claim and contact, set a later reminder, or leave the item alone when the information is not enough.
- 04
Record the result.
Save the state, note, and next reminder before returning to the list.
Responsible contact is part of the product.
Permission boundaries, suppression, audit history, and human review are designed into the workflow.
Permission boundaries
Role and workspace-scoped access.
Clear reasons
Agents can understand why an item needs review.
Reviewable actions
Key outreach and changes remain auditable.
Turn the next signal into the right conversation.
See the workflow with your team and decide where it fits into the day.