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How to create Persona in DealSignal

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Written by Mikalai Sushko
Updated over 8 months ago

Personas in DealSignal represent a detailed profile that includes the professional characteristics of an ideal contact.

How to create a Persona

  1. Navigate to ICP & Personas page:

    • Click on the "ICP & Personas" tab on the left menu panel.

    • Select the "Personas" tab on the opened page.

  2. Add a New Persona:

    • Click the "+ Add ICP/Persona" button at the top right corner.

  3. Set Up Persona:

    • In the new persona window, name your persona.

    • Select "Persona" as the persona type.

  4. Define Filters:

    • Using the filters on the left panel to specify the characteristics of your target persona. You could you both contacts and company filters.

  5. Review and Save Persona:

    • The estimated number of contacts and companies will be displayed at the top.

    • A preview of matching contacts appears on the right.

    • Click the "Save Persona" button once you're satisfied with the criteria.

By following these steps, you can effectively create detailed personas in DealSignal, helping you target the right audience.

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