How To Apply Personas to Prospects

Purpose: 

The purpose of this article is to provide direction to Outreach Users in applying previously created personas to Prospects. 

Personas are a way to classify Prospects based on similar attributes to help improve dialog and communication. 

Intended Audience: 

• Outreach Users

Notes:

• Applying a Persona to a Prospects makes the Persona a searchable and filterable data point in the Prospect landing page. For more information on searching and filtering Prospects, refer to the How to Apply Filters to Prospects article. 
• A persona must be created to apply to a Prospect. For more information on creating a persona for use, refer to the How To Create a Persona article. 

Before Completing this Process, Admins have: 

• Created a Persona

How To Apply Personas to Prospects: 

1. Access the Outreach Platform.
2. Click the Prospects icon (double silhouette) in the navigation sidebar. 
3. Click to select the applicable Prospects. 
4. Select Personas from the Edit dropdown menu. 
5. Select the applicable Persona to apply and click Update.
   
   The Persona has been applied to the selected Prospects and used to filter and group Prospects.