Deal signals and ad preview

Deal signals feed

Deal signals and ad preview

Signals explain what recent account or stakeholder behavior supports the deal. Use them before changing forecast status or preparing outreach.

Deal signals feed

Signal Feed

The feed shows dated activity rows, stakeholder identity, role/account context, the CTA or content clicked, and quick action icons.

Use the feed to answer:

  1. Who engaged?
  2. What did they click or trigger?
  3. When did it happen?
  4. Does the engagement support the current stage or probability?

Date And Type Filters

Deal signal date filter

Date filters include Today, Yesterday, This Week, All Time, This Month, Last Month, Last Week, Last 7 Days, Last 30 Days, and Last 3 Months.

Deal signal type filter

Type filters include Stakeholder Click, Stakeholder Aware, Stakeholder Reached, and Website Visit.

Ad Preview

Deal ad preview dialog

The ad preview dialog shows:

AreaMeaning
PerformanceClicks, impressions, reach, CTR, and unique CTR.
LinkLanding page or CTA URL.
TitleAd/content title.
TextCopy used in the ad.
CreativeAvailable image sizes and rendered assets.

Open the preview when a signal needs evidence behind it.

Related Articles