Getting Started with DealSignals
This guide will walk you through the basics of accessing DealSignals and using it as part of your daily workflow.
help you understand how DealSignals works, what you will see after it is enabled, and how to begin using it as part of your daily acquisition workflow.
Before You Begin
Before using DealSignals, make sure:
DealSignals has been added to your subscription and enabled for your organization by a Left Main employee.
You have the appropriate Salesforce permissions to access DealSignals components.
Your administrator has completed the initial setup and data synchronization.
You know where to access the DealSignals app or Lightning pages within Salesforce.
If you are unsure whether DealSignals has been configured, contact your Salesforce Administrator.
Organize Your DealSignals Leads
Creating dedicated list views can make it easier for your team to find, prioritize, and manage DealSignals records across Leads and Opportunities.
Leads
Create a DealSignals-focused Lead list view to identify and manage Lead records your team should review.
Consider including relevant DealSignals fields alongside the information your team normally uses to manage Leads, such as:
Lead Source
First Enrichment
Date/Time Contacted After Enrichment
Enrich Event
Last Enrichment Date
Use filters that help your team identify the DealSignals Leads they are responsible for working.
Opportunities
Create a separate DealSignals-focused Opportunity list view to monitor existing Opportunities that have received DealSignals information.
Consider including:
Lead Source
Date/Time Contacted After Enrichment
Enrich Event
Last Enrichment Date
Keeping Lead and Opportunity list views separate makes it easier for users to identify which records need attention while continuing to follow the appropriate workflow for each object.
Things to Keep in Mind
DealSignals can enrich existing Leads and Opportunities when new property signals are detected. When a qualifying property does not match an existing record, DealSignals can create a new Lead with a Prospect Record Type and DealSignals Lead Source. Your list views should make it easy for users to distinguish and manage these records appropriately.
Your Daily DealSignals Workflow
DealSignals is designed to work within your existing Salesforce workflow. The DealSignals component is available directly on Lead and Opportunity records, allowing you to review DealSignals information without leaving the record you are working.
Step 1: Review Today's Hot List
Open the DealSignals Dashboard and review Today's Hot List.
The Hot List uses Intent Scores to identify records showing stronger signs of seller motivation. The Intent Score is displayed within the Hot List report and helps your team determine which records to review first.
Start with the highest-priority records and review the property signals associated with each one.
Step 2: Review New Prospect Leads
Review any new Prospect Leads generated by DealSignals.
When DealSignals identifies a qualifying property that does not match an existing Lead or Opportunity, a new Lead may be created with:
Record Type = Prospect
Lead Source = DealSignals
Available property information
Available skip-traced contact information
Use the available information to determine the appropriate outreach for each new prospect.
Step 3: Open the Lead or Opportunity
From the dashboard or your list views, open the Lead or Opportunity you want to work.
The DealSignals component is available directly on the Lead and Opportunity page layout and provides record-level property information and detected signals.
Review this information alongside the existing CRM history before beginning outreach.
Step 4: Contact the Property Owner
Reach out using your team's normal acquisition process.
Depending on your organization's workflow, this may include calling, texting, emailing, Direct Mail, or adding the record to an appropriate follow-up process.
Step 5: Mark as Contacted
After completing outreach, select Contacted.
This records the date and time of outreach after enrichment and helps your team:
Keep active work queues organized.
Track speed to follow-up.
Avoid repeatedly working the same records.
Report on contacted versus untouched records.
Step 6: Snooze When Appropriate
If the property owner is not ready for immediate follow-up, use Snooze.
Snoozing a record:
Removes it from applicable new-event views.
Creates a follow-up task.
Allows the record to resurface sooner if a new stress event is detected.
Use Snooze instead of removing or ignoring a record that may become relevant again later.
Understanding Intent Scores
Intent Scores help prioritize records on the DealSignals Hot List.
A higher Intent Score generally indicates stronger or multiple seller motivation signals. For example, a property with multiple stress indicators, an upcoming foreclosure event, and equity may receive a higher score than a property with only one indicator.
The Intent Score is displayed on the Hot List report in the DealSignals Dashboard, rather than directly on the Lead or Opportunity page.
Use the Intent Score as a prioritization tool alongside the individual property signals and the information already available in Salesforce.
Best Practices
Keep DealSignals Prospect Leads separate from inbound Leads using dedicated list views and consistent filters.
Assign clear ownership for who reviews the Hot List and new Prospect Leads each day.
Use DealSignals alongside your existing acquisition process rather than creating a completely separate sales process.
Review reporting regularly to understand follow-up speed, adoption, and conversion.
Use Salesforce automation thoughtfully. Notifications, tasks, Cadences, and report subscriptions can help your team act on new signals consistently.
Revisit your workflow as your team grows so DealSignals continues to support your current territories, ownership model, and outreach strategy.
Pro Tip 🧠
Consider working with Left Main Professional Services to customize list views, reports, dashboards, notifications, Cadences, or Salesforce automation that helps your team act on DealSignals data more efficiently.
Resources
Frequently Asked Questions for DealSignals
DealSignals Feature Overview