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AvailableVerified 2026-07-28

Review profile suggestions safely

Accept, reject or investigate suggested profile changes manually.

Access
Signed-in workspace member
Result
Only an explicitly saved customer edit changes the profile.

Accept, reject or investigate suggested profile changes manually.

Where to find it

Complete the workflow

  1. 1
    Open Insights

    Choose a suggestion to inspect.

  2. 2
    Read the reason

    Identify the opportunity or profile context behind it.

  3. 3
    Verify the fact

    Confirm it with an authorised source or team member.

  4. 4
    Apply manually

    Update the relevant profile field only when accurate.

  5. 5
    Dismiss when unsuitable

    Leave the existing profile unchanged.

Expected result

What does not happen automatically

On this page