Creating Ideal Customer Profiles for Signals
Ideal Customer profiles (ICPs) allow you to filter companies based on profiles that are meaningful to your business when building a “Not in Salesforce” Signals List.
Build an Ideal Customer Profile (ICP) to identify which visitors aren’t in your Salesforce instance yet but demonstrate buying intent. Admins can create this unique filter type for their team to use later, and here’s how:
- Click the Settings -> Signals -> Ideal Customer
- Click the + icon.
- Choose the criteria you want to focus on, like industry or company size.
- Click Save.
Once an ICP is saved, any user can create a filter based on it. When building a filter on a Signals account list, select the Not in Salesforce tile. The ICP will then appear under Signals Fields → +Add Filter.
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