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How do I adjust my Seller Research?

If you are transferring an account to a new person, the Seller Research must be updated for the new user.

Written by Fabian Matthies

Transferring Seller Research

• The command “Adjust Seller Research with LinkedIn Profile XY” does not work ❌
• Instead, use “Create a new Seller Research with LinkedIn Profile XY” → this works ✅

Reviewing Seller Research

• Open the newly created Seller Research
• Check all details and make adjustments if needed

Direct Editing

• Click the Edit button to modify specific information such as firmographics, pain points, or personas

This ensures that everything is correctly tailored to the new user.

Note:
The quality of your Seller Research depends on the new account being properly set up and reviewed immediately.

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