Signal Tracking in Prospecting Hub: Setup, Best Practices, and FAQ

Setting You Up for Prospecting Success

Welcome to the LeadIQ Prospecting Hub Signal Tracking Best Practices and FAQ guide! Signal Tracking in Prospecting hub enables you to see in-depth prospect information by sourcing data from your prospect's job changes. This guide was created to help you learn how to troubleshoot frequently asked questions with Signal Tracking.

Below is a list of what we’ll be covering in this document. If we are unable to answer your question here please visit the LeadIQ Help Center or contact support for additional assistance by emailing [e-mail].

Best Practices for using the LeadIQ Prospecting Hub Signal Tracking

What to keep in mind when Getting Started

• Confirm your LeadIQ platform account and all relevant integrations are set up (ie. Salesforce, Outreach, Salesloft, or Hubspot). Contact your Manager or LeadIQ Administrator if you need help setting up your account and connecting your integrations.
• When using LeadIQ we recommend you start fresh with a new browser window.
• Always keep your chrome browser up to date.

Troubleshooting Slow Performance or Failure to Load

• Clear your browser cache
• Restart your computer
• If these are unable to resolve your issue contact support for additional assistance by emailing [e-mail] 

How to use Signal Tracking in Prospecting Hub

• Contact your Manager or LeadIQ Administrator for additional training support.
• Please refer to this support article for more information: Using Track

 

Frequently Asked Questions

How do I upload my Account list to Prospecting Hub

• Uploading Accounts to your Watchlist on Track is easy. There are a couple of ways to add Accounts on LeadIQ Track:
  • The first method is to manually click on the “+Add” button under Accounts to the left of the page to add an individual account.

           

• Alternatively, you can do a bulk upload of Accounts with a CSV file containing both the Account Name and Domain. Click on the “Update Watchlist” button on the top right of the page.

           

• Please refer to this support article for more information: Uploading Accounts on Track

How do I remove an Account from my list

• You can easily remove Accounts on your list individually by clicking on the “Remove” button when you hover over the account on the left side panel.

• If you want to replace a large amount of accounts you can re-upload a new CSV under the “Update Watchlist” button. Keep in mind that uploading a new CSV will override what is already in Track.

Can I see prospects who have been promoted?

• At the top of the Track page you can select from 3 different views to see prospects who have joined your targeted accounts, prospects who have left your targeted accounts, and those who have been promoted

Can I filter my prospects so I only see relevant titles or past customers?

• You can filter your prospects on the right side panel. You will have options to filter by past customers (any Accounts in Salesforce that have a closed-won opportunity attached) as well individual prospect filters such as Title, Seniority, and Function.

Can I access a prospect’s LinkedIn profile from Prospecting Hub Signal Tracking?

• You can easily access your prospect’s LinkedIn profile by clicking on the LinkedIn icon next to their name.

Where do my prospects save when I capture from Signal Tracking in Prospecting Hub?

• Capturing from Track works similarly to the LeadIQ Extension. Currently Track integrates with Salesforce, Outreach, and Salesloft. When you have your sales engagement platform connected you can save directly into your selected Outreach sequence (or Salesloft Cadence).
• Additionally when you capture from Track your prospects will save into your selected LeadIQ Lists. 

Where can I find additional support?

• If the information in this document is not sufficient we have different resources for you:
  • Visit the LeadIQ Help Center for a plethora of resources and support articles.
  • Contact your LeadIQ Administrator or Sales Operations team at your organization for additional internal support. 
  • Contact your LeadIQ Customer Success Manager directly. 
  • Contact our support team directly by emailing them at [e-mail].