Accept, reject or investigate suggested profile changes manually.
Where to find it
Complete the workflow
- 1Open Insights
Choose a suggestion to inspect.
- 2Read the reason
Identify the opportunity or profile context behind it.
- 3Verify the fact
Confirm it with an authorised source or team member.
- 4Apply manually
Update the relevant profile field only when accurate.
- 5Dismiss when unsuitable
Leave the existing profile unchanged.