Skip to main content

Configuring Lead Research

Define segments and personas for lead research

Ian Resler avatar
Written by Ian Resler
Updated over 2 weeks ago

(Lead Research is only available for the Enterprise plan) 💼

1. ⚙️ Click on Settings and select “App”

You load into the segments tab. From here, you can define and research your segments to give pitch bont all the information it needs. 🧠

Define your segments and click on “Create preset”

2. 👤 Switch to the Personas tab

Select a department 🏢 and a management level 🎯 for your persona and then click “Create preset”.

Your segments and personas are saved indefinitely until you edit or delete them. 💾

Did this answer your question?