Videos: Signal Feature Explainers Category

Videos: Signal Feature Explainers
    Adding Tasks and Setting Email Alerts with Collaborative Tasks
    <p><strong>Looking for the latest steps?</strong><br> While this video offers a helpful overview, you'll find the most up-to-date information in our <a href="/t/35y34y7/all-about-signal-collaborative-tasks" rel="nofollow noopener noreferrer">All About: Signal Collaborative Tasks</a>&nbsp;article. For additional questions, feel free to reach out to us at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.</p>…
    Read More
    Using Collaborative Tasks to Review Added Tasks
    <p><strong>Looking for the latest steps?</strong><br> While this video offers a helpful overview, you'll find the most up-to-date information in our <a href="/t/m1y3460/reviewing-your-collaborative-tasks" rel="nofollow noopener noreferrer">Reviewing Your Collaborative Tasks</a>&nbsp;article. For additional questions, feel free to reach out to us at&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.</p>…
    Read More
    Modifying Collaborative Tasks
    <p><strong>Looking for the latest steps?</strong><br> While this video offers a helpful overview, you'll find the most up-to-date information in our <a href="/t/x2y8hvf/modifying-collaborative-tasks#step-4-delete-a-tasknbsp" rel="nofollow noopener noreferrer">Modifying Collaborative Tasks</a> article. For additional questions, feel free to reach out to us at genius@evertrue.com.</p>…
    Read More
    Meet Your Signal Task Tracker Dashboard
    <p style="text-align:start"><em><strong>Note</strong>: Clarity’s <strong>Signal Task Tracker</strong>&nbsp;dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).</em></p> <hr> <p>Your <strong>Signal Task Tracker</strong>&nbsp;dashboard allows you to review all assigned tasks going forward five months and back three months. This enables you to quickly see how well solicitors are keeping up with outreach tasks and allows you to see how the tasks break out according to cadence and action type. Results can be filtered to specific team members, letting you know which of your own tasks have been completed and which are overdue.</p> <p>To&nbsp;learn more about&nbsp;this dashboard, take a look at our dedicated help article, <a href="/t/q6yml7m" rel="nofollow noopener noreferrer">Using Your Signal Task Tracker Dashboard</a>. For any other questions, reach out to&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.</p>…
    Read More
    Meet Your Signal Activity YOY Dashboard
    <p style="text-align:start"><em><strong>Note</strong>: Clarity’s&nbsp;<strong>Signal Activity YOY</strong>&nbsp;dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).</em></p> <hr> <p>Your&nbsp;<strong>Signal Activity YOY</strong>&nbsp;dashboard offers detailed&nbsp;insight into your year-over-year outreach efforts. Whether you’re interested in tracking the number&nbsp;of meetings held, phone calls made, or emails, texts, and LinkedIn messages sent, this resource has you covered! You can use it to track team-wide trends, compare performances, and chart your individual progress.</p> <p>To&nbsp;learn more about&nbsp;this dashboard, take a look&nbsp;at our dedicated help article, <a href="/t/p8y6cn9" rel="nofollow noopener noreferrer">Using Your Signal Activity YOY Dashboard</a>.&nbsp;For any other&nbsp;questions, reach out to&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.</p>…
    Read More
    Meet Your Signal Top Prospects Dashboard
    <p><em><strong>Note</strong>: Clarity’s <strong>Signal</strong>&nbsp;<strong>Top Prospect</strong>&nbsp;dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach&nbsp;out to your Customer Success Manager (CSM).</em></p> <hr> <p>Your <strong>Signal</strong>&nbsp;<strong>Top Prospects</strong> dashboard shows the number of prospects contacted by the strongest (highest potential) and weakest (lowest potential) within a user-identified period of time. It also shows all of the strong prospects who were not contacted within that period. Results can be used to identify the best unassigned prospects to see which prospects might be ready for assignment.</p> <p>If you are a Development Officer, this dashboard can help show you how much of your time is being allocated to your best prospects. Results can be displayed in list form, allowing you to navigate directly to corresponding constituent profiles for more information.&nbsp;</p> <p>To&nbsp;learn more about&nbsp;this dashboard, take a look&nbsp;at our dedicated help article, <a href="/t/g9y6cnv/using-your-top-prospects-dashboard" rel="nofollow noopener noreferrer">Using Your Top Prospects Dashboard</a>. For any other questions, reach out to&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.</p>…
    Read More
    Meet Your Signal Activity Dashboard
    <p style="text-align:start"><em><strong>Note</strong>: Clarity’s&nbsp;<strong>Signal Activity</strong>&nbsp;dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).</em></p> <hr> <p style="text-align:start">Your&nbsp;<strong>Signal Activity</strong>&nbsp;dashboard&nbsp;provides a snapshot&nbsp;of your outreach activity over a selected timeframe. Use it to monitor total outreach actions, daily activity averages, and more! It includes benchmarking metrics, allowing you to gauge your efforts against those of the average Signal user and easily pinpoint areas for improvement.&nbsp;</p> <p style="text-align:start">To&nbsp;learn more about&nbsp;this dashboard, take a look at our dedicated help article, <a href="/t/m1ytgl4" rel="nofollow noopener noreferrer">Using Your Signal Activity Dashboard</a>. For any other questions, reach out to&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.</p>…
    Read More