Set up a Company Tracker

Create a tracker

1. Click Create new list and choose Custom signals → Monitor target accounts for custom signals.
2. Add the people and companies to track:
   • Add people: an XLSX, XLS or CSV file with a personal LinkedIn URL on each row.
   • Add companies: an XLSX, XLS or CSV file with a company website or LinkedIn company URL on each row.
   • Import from a list: take the leads of an existing list, or the companies they work at. Choose All leads, All qualified, P1 only, or P1 + P2, and switch on Keep this import live to add new leads of that list automatically. An entry without a person, such as "Person not found" or "Company not found", adds only its company.
3. Rows without a usable URL are skipped. Download skipped rows gives you the file to fix and upload again.
4. Set up the signals and the scan interval (below), then start the tracker.

If you chose to track target accounts when you signed up, a tracker called Target accounts already exists. It is set up automatically once your company's signal settings are ready, usually within an hour after you finish the setup guide.

Add a single company

A tracker with no companies yet offers Add company and Import file / Add source. Add company opens a search: find the company and add it, or enter its name, website and LinkedIn page yourself. Once the tracker has companies, the same search opens from Add Company above the table.

Add leads from a list or from Contacts

1. In a list or in Contacts, select the leads.
2. In the bar at the bottom, choose Add to → Add to Tracker.
3. Search for the tracker under "Search for a Custom Signal Tracker or Job Change list", pick it, and click Add.

• Each lead is tracked as a person, and their company is tracked too.
• An entry without a person, such as "Person not found", "Company not found" or a lead that only names a company, adds only its company. No person is created for it.
• When you add from a list, tick Add organization only (without person records) to track only the companies of the selected leads.

Choose what counts as a signal

In the tracker's signal settings you define:

• the Deep Research Prompt: what Signalist should look for at each company;
• how signals are sorted into Lead updates, Company updates, and Industry updates;
• the Priority Definitions: what makes a signal Priority 1, 2, or 3, and what is Disqualified, each with a definition and examples.

A new tracker starts with the settings from the Signal Scoring page. After that, each tracker keeps its own settings. See Configure signal scoring.

How often companies are scanned

Under Signal Scoring Intervals, you set how often a company is scanned for each priority: Check Priority 1 (every 2 weeks by default), Check Priority 2 (every month) and Check Priority 3 (every 2 months).

The priority comes from your lead scoring:

• A tracked company is scanned at the interval of its company score.
• A tracked person is scanned at the interval of their own lead score, or of their company's score if they have none. They are checked during their company's scan, when both are due.
• Disqualified companies and people are scanned at the Check Priority 3 interval.
• A company or person without a score is scanned at the Check Priority 1 interval.

Signal Check Mode decides when the scans happen:

• Rolling (default): each company is scanned at its own interval after its last scan.
• Fixed: all companies are scanned together, starting from a Schedule Start Date.

Company scores in the tracker

Next to each company name, a badge shows its score: C1, C2 or C3 for its company score, DQ for a disqualified company, ? when it could not be classified, and a clock while scoring is still running. Hover the badge to see why:

• For C1 to C3, and for a company your lead scoring disqualified, the card shows the lead scoring criteria. For a DQ, it lists the criteria that disqualified the company under Disqualified by, for example Employee Size.
• For a company in a disqualified category, or one marked as a competitor, the card shows the reason for that category.

Click the badge to change the company's category: choose a Company category, add a Reason for change, and click Save.

Search a company for signals now

The Signal column of the tracker shows each company's latest signal. A company without one shows where its scan stands:

• Looking for signals: a scan is running, or the company was just added and its first scan is coming.
• Not scanned yet: the company has not been scanned. Click Run signal search to scan it now.
• No relevant signals found · checked with a date: the last scan found nothing relevant. Hover the cell and click Run again to scan it again.

To scan several companies at once, select them in the table and click Run signal search in the bar at the bottom. With Select all, every company of the tracker is scanned, not only the page you see.

Signalist always asks first and shows the cost (2 credits per company). If your balance does not cover the search, nothing starts. A search is charged only once it has run. A search you start yourself does not wait for the scan interval.

Find a person when a signal names no one

When a Priority 1–3 signal arrives for a company where the tracker knows nobody, its row shows Select prospect, so you can pick someone yourself. Signalist can also find a person for you:

1. In the tracker's setup steps, open Find person (after Signals).
2. Switch on When a signal has no known person, find one automatically.
3. Add at least one search profile. Presets and override rules work as in the Find person step of company lists. People per company is fixed at 1.
4. Click Next to save.

For each such signal, Signalist searches once: first among your own contacts at the company, then in the people database, then with web research. The person found replaces the Select prospect row, is added to the company's tracked people, and is marked found automatically. From then on they are handled like any lead added to the list: their contact details are looked up and campaign rules apply.

The row shows where the search stands:

• Searching for a person… with the time it started. You can still click Select prospect and choose someone yourself.
• Person not found, with the date of the search. The company is searched again with a new signal after 90 days, or when you change the search profiles.
• Not searched automatically with a date: your credits or plan did not cover a search. The next signal tries again.
• Find person is off for this list: the switch is off, so you pick the person yourself.

Signalist searches only when a signal arrives, never on a timer. A row you excluded or assigned to a campaign is not searched.

What it costs

Because the tracker repeats, its cost grows with the number of companies and the scan interval. Start with a small set of accounts and a longer interval, then expand. Lower-priority companies are scanned less often, so they cost less. See How credits are consumed.

Job changes

Signalist also notices when a tracked person changes employer or role, by checking their LinkedIn profile.

Work with the results

New signals appear in the Feed, one card per company. Tracked Profiles in the Feed lists every company you track. From a card, reach out, set it aside, ignore it for this round, or stop tracking the company. See Process your daily Signal Feed.

Troubleshooting

Frequently asked questions

When should I use a tracker instead of a list?

When you want to watch the same accounts over time and reach out when something happens. For a one-time set of leads, use a normal list.

Does a tracker send messages on its own?

No. It finds signals. You decide in the Feed whom to contact and how.

What is the difference between Rolling and Fixed?

Rolling scans each company at its own interval after its last scan. Fixed scans all companies together on a schedule.

Which interval does a company use?

The one for its priority, taken from your lead scoring: Priority 1, 2 or 3. Disqualified companies use the Priority 3 interval, and companies without a score use Priority 1.

Can I scan a company before its next scheduled scan?

Yes. Click Run signal search (or Run again) in its Signal column, or select several companies and use Run signal search in the bar at the bottom. It costs 2 credits per company.

Do changes on the Signal Scoring page change my existing trackers?

No. The Signal Scoring page is the starting point for new trackers. Change an existing tracker in its own signal settings.

What happens to "Person not found" leads I add to a tracker?

Only their company is tracked. Signalist does not create a person for an entry that has no person.

Does finding a person cost credits when nobody is found?

Yes. A search costs 1 credit per company, whether or not someone is found. Each signal searches at most once, and a company where nobody was found is searched again only with a new signal after 90 days, or when you change the search profiles.