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This guide walks you through everything you need to do as an admin to get WhiteWhale fully configured for your team. Follow these steps in order — each one builds on the last.

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Step 1: Invite your team

Add everyone who will be using WhiteWhale before you start assigning accounts.
1

Go to the Team page

Click Team in the left nav and click Add User.
2

Add each team member

Enter their name, email, and select a role:
  • Super Admin — sales leadership, RevOps, anyone who needs full visibility
  • Member — individual AEs and SDRs working their own territory
3

Click Send Invite

WhiteWhale emails them their login automatically.

Adding Users

Full guide to roles, permissions, and team configuration.

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Step 2: Build your signal list

Signals are the questions WhiteWhale asks about every account. A good signal list is the foundation of everything — account scores, Account Suggestions, and the Why Now summaries all depend on it. Aim for 10–15 signals. Mark your top 5–8 as High priority.
1

Go to the Signals page

Click Signals in the left nav, then click Add Signal.
2

Describe what you want to find

Type what you’re looking for in plain English. WhiteWhale will convert it into the right format. You don’t need to phrase it as a question — just describe it.Not sure what signals to add? Start here:
  • Did they hire a new CRO or VP of Sales?
  • Are they hiring multiple AEs or SDRs at once?
  • Did they announce new funding?
  • Are they expanding into a new market or geography?
  • Do they mention a problem your product solves?
3

Set signal priority

  • High — your strongest buying signals. Use for 5–8 signals.
  • Normal — standard weight signals.
  • Low — background context, mute these so they don’t flood your queue.
4

Add the signal and repeat

Build up to 10–15 signals before moving on.

Signal Library

Copy-paste templates organized by category — funding, hiring, leadership, technology, and more.

How to Get Unique Signal Ideas

Build a signal list specific to your ICP and sales motion.

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Step 3: Add accounts or turn on Account Suggestions

You have two options here — use one or both.
Use this if you already have a set of accounts you want to monitor — assigned territories, closed-lost deals, a target list from your CRM.Go to the Accounts page → click Add Accounts → paste your company domains. WhiteWhale cleans up the formatting automatically.If your list is larger than your credit limit, open Advanced Settings and set how many accounts to activate. WhiteWhale will scan the full list and pick the best ones based on your signals.

Adding Accounts

Full guide including the Signal Suggestion Engine for large lists.
You can run both at the same time. Many teams start with a known list of accounts and turn on Account Suggestions to find net-new ones in parallel.

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Step 4: Connect your integrations

Get WhiteWhale data flowing into the tools your team already uses.
Go to Settings → Integrations → find HubSpot or Salesforce and click Set Up. Use the one-click setup for a standard configuration.Once connected, WhiteWhale scores, signals, and Why Now summaries sync to your CRM daily.

HubSpot

Setup guide and field reference.

Salesforce

Setup guide and field reference.
Go to Settings → Integrations → connect Slack or Teams. Once connected, your reps will get notified directly in their channel when a new signal fires on one of their accounts.Have each rep go to Settings → User Notifications and turn on at minimum Daily Signals and Assigned Accounts.

Slack

Setup guide and notification options.

Microsoft Teams

Setup guide and notification options.
Go to Settings → Integrations → Google Calendar → click Connect. Choose On to receive research briefs 24 hours before any meeting with a tracked account.

Pre-Meeting Research Brief

Setup guide and mode options.

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Step 5: Assign accounts to your team

Once accounts are in WhiteWhale — either added directly or accepted from Suggestions — assign them to your reps. For accounts already in your list: Go to All Accounts → click the Owner field on any account → select the rep it should go to. For accounts coming in from Suggestions: Go to the Suggestions tab → select accounts using the checkboxes → click Activate → choose to assign to one person or round-robin across the team. Pro tip: Filter suggestions by geography, industry, or employee count before assigning to quickly route accounts to the right rep by territory or segment.

Account Allocation

Reassign ownership on accounts already in your list.

Assigning Suggestions

Bulk assign or round-robin accounts from your Suggestions queue.

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You’re set up. What’s next?

Send your reps to the Rep Quick Start guide so they know how to work their queue from day one.

Quick Start: Rep

The rep’s guide to working signals, using the Why Now, and booking meetings with WhiteWhale data.