Signals

Signals

Introduction

In 1Stop Install CRM, Signals are real-time alerts that inform you about interactions with your leads, contacts, or potential customers. They help you monitor customer engagement across communication channels and take immediate action in your CRM.

Signals improve communication speed, enabling quicker follow-ups and faster deal closures. For example, when a lead visits your website before a scheduled product demo, Signals notify you promptly. You get insights like visited pages, duration, and specific interests, enabling personalized demos.

Signals also integrate with third-party apps via APIs, ensuring you receive alerts from various sources, such as email, phone, and social media, to stay updated on leads and contacts.

The multiple communication channels for which Signals can be enabled in 1Stop Install CRM are the following:
  1. Incoming Emails
  2. Email Insights 
  3. Missed Calls
  4. Survey Responses 
  5. Campaigns 
  6. Facebook
  7. Twitter
  8. Business Messages 
  9. E-sign 

Enable Signals 

To start receiving Signal notifications for the mentioned communication channels, you must enable the Signals settings for the respective channels.

To Enable Signals

1. Go to Setup > Channels > Signals.




2. On the Signals Setting page, click the checkboxes to enable the Signals for the respective channels, and click Save.



Note 
You can only enable Signals when the respective app/channel is already integrated with 1Stop Install CRM.

View Signals 

Each Signal notification provides enough information for a quick overview of what's important to get started. You can click on the notification for additional details related to the records.

To View Signals

1. Click the Notifications icon () on the top-right corner of the 1Stop Install CRM home page. You can identify the Signal type based on the icon displayed below the lead or contact's name and view them. 




2. For additional details related to the Signal notification, click on the Signal Record.



Disable Signals

When you disable Signals for a specific communication channel, you will no longer receive notifications for that channel. Disabling Signals does not deactivate the respective integration with 1Stop Install CRM. You can re-enable Signals at any time.

To Disable Signals

1. Go to Setup > Channels > Signals.




2. On the Signals Setting page, uncheck the checkbox/es to disable the Signals for the respective channels, and click Save.