Stakeholder profile
Stakeholder profile
Profile explains the person record. Use it to verify identity, contact fields, role, source, and metadata before outreach or targeting changes.
Profile card
Image guide: This screenshot belongs to Profile. It includes name, position, email, LinkedIn, phone, location, type, traffic light, source, media updated date, created date, and updated date.
What each field helps with
| Field | Use it for |
|---|---|
| Name | Confirm the person. |
| Position | Understand role and seniority. |
| Outreach or contact verification. | |
| Profile verification. | |
| Location | Region context. |
| Type | Buying-committee role. |
| Traffic Light | Relationship stance where used. |
| Source | Where the record came from. |
| Media Updated | Whether engagement data is fresh. |
| Created / Updated | Audit and data freshness. |
Use Profile edits for person data only. Use Linked Account when the next decision belongs to the company.