> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unifygtm.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Book rankings
> Set the signals that help prioritize your accounts.
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## Overview
Book rankings define the signals Unify uses to prioritize accounts in your
[book of business](/reference/book-of-business/work-your-book). For example,
you might prioritize companies visiting your pricing page and give less priority
to companies with a hiring freeze.
Administrators create shared rankings and apply them to
[engagement policies](/reference/engagement-policies/engagement-policies).
Each policy determines which ranking its members use and how much they can
customize it. This lets teams use priorities suited to the accounts they work.
## How signals affect priority
Each signal describes a condition to look for in a company or person. Matching
positive signals increase priority, while matching negative signals reduce it.
Arrange signals from most to least important within each group.
Signals contribute to the account's ranking alongside fit, timing, research,
and engagement history. Review the account's intel to understand the context
behind its position in your book.
A signal's **Active for** setting determines how long a detected match affects
ranking. Choose a shorter duration for fleeting interest and a longer duration
for changes that remain relevant, such as a recent funding round. Some signals
also have an activity window: “three pricing-page visits in the last 30 days”
defines what counts as a match, while an active duration of seven days controls
how long that match contributes to ranking.
## Create a shared ranking
You need administrator permissions to manage shared rankings. Open
[Settings → Book rankings](https://app.unifygtm.com/dashboard/settings/book-rankings).
Click **Book ranking**, or **Create book ranking** if this is your first one.
Give it a name that describes its purpose, such as “Outbound priorities.”
Click **Add signal** and choose how to define it:
| Method | When to use it |
| - | - |
| Pre-defined signals | Start with events such as website visits, product usage, funding, or job changes. Configure the criteria for the selected signal. |
| Build with filters | Match company or person data using the [filter builder](/reference/filter-builder), such as companies with at least 100 employees. |
| Describe in natural language | Give Unify a condition to assess during research, such as “The company has announced a hiring freeze that is still in effect.” |
Name the signal and describe why it matters. Choose positive or negative
impact, set its active duration, and complete the criteria. Click **Add signal**
to include it in the ranking. Repeat for the other signals you need.
Website and product-usage signals depend on the activity available in Unify.
Use criteria that match the data your workspace collects.
Drag signals into priority order within the positive and negative groups.
Keep at least one signal, then click **Create ranking**.
The ranking appears in settings. Apply it to a policy to use it for a team.
## Apply a ranking to a team
Create and publish the team's engagement policy before assigning its ranking.
You need permission to manage engagement policies.
In book-ranking settings, open the ranking's options menu and choose
**Apply to policy**. Select the team's policy.
Choose how members can adjust the ranking for their own books:
| Signal customization | What members can do |
| - | - |
| No customization | View the shared ranking. |
| Reordering allowed | Change signal priority while retaining the shared definitions. |
| Full customization | Add, edit, remove, and reorder signals. |
Click **Apply to policy**. The ranking is assigned to the policy's members,
and its card shows how many policies use it. You can apply the same ranking
to additional policies or create separate rankings for teams with different
priorities.
## Customize your ranking
Your team's policy controls the changes available to you. Personal changes apply
to your own book.
Open your [book of business](https://app.unifygtm.com/dashboard/book-of-business)
and click **Customize book ranking** above the table. If the control says
**View book ranking**, your policy allows you to review the signals only.
Drag signals to change their order within each group. If your policy allows
full customization, you can also add a signal, click one to edit it, or
remove one. Keep at least one signal in the ranking.
Click **Save**. Unify refreshes your ranking in the background, so the account
order may take time to reflect your changes.
## Maintain a shared ranking
Open a ranking in settings to edit its name or signals, then click **Update ranking**.
Updates apply to policies using that ranking. Members retain personal
changes allowed by their policy as shared signals are updated, added, or removed.
Assigning a different ranking replaces those personal settings with the new
ranking's signals.
To retire a ranking, open its options menu and choose **Archive**. Archiving
removes it from active policies that use it. Apply a replacement ranking to those
policies if their members should continue using configured signals.
## Questions
Ask your administrator to check that you belong to an active engagement
policy with a ranking assigned. An archived ranking is removed from its
policies and needs to be replaced.
Ranking refreshes run in the background. A signal also needs matching data
or research before it can affect priority. Review the account's intel and
remember that fit, timing, and engagement history contribute to its position
alongside your configured signals.
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