Overview

The Add Signals workflow helps you monitor real-time changes in your leads - from job movements and promotions to news updates. It keeps your database current and ensures every outreach message stays timely and relevant.

Step 1: Access the Workflow

• From the dashboard, Go to Enrich Leads → Add Signals.

• Click Use Workflow.

Step 2: Choose Data Source

You’ll be prompted to select how to start:

• Upload a New Table → Import a CSV or Excel file.

• Pick an Existing Table → Use a previously saved table for enrichment.

Step 3: Configure Signal Tracking

• Select which signals you want to track (job changes, promotions, news mentions).

• Jeeva AI will continuously monitor and update your table with fresh insights.

Step 4: Run Enrichment

• Click Continue to activate signal tracking.

• Jeeva will begin appending signals to your existing lead data in real time.

Step 5: Review & Next Actions

Review your enriched table with added signals. From here, you can:

• Filter by signals to identify hot prospects.

• Export updated lists for sales and marketing.

• Enrol enriched leads into targeted campaigns.

✅ Tip: Use signals to trigger hyper-personalized outreach - for example, congratulating a prospect on a promotion or referencing their company’s latest news in your opener.

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