Create a persona in Sales Navigator

Last updated: 7 months ago

To help you identify leads that match your target buyer, you can create personas in Sales Navigator. Personas help you find and prioritize the leads that most closely match your ideal customers by filtering on characteristics like job title, function, seniority, and geography.

To create a persona in Sales Navigator:

  1. Sign in to Sales Navigator.

  2. Click Personas near the top right of the page.

    You can also click Show all personas in the Personas section on the right pane.

    Image showing Personas options highlighted on homepage

  3. Click Create a new persona + at the bottom of the page.

  4. Enter a name for the persona (up to 35 characters).

  5. Expand the Functions field to search for and select functions.

  6. Expand the Seniority level field to search for and select seniority level.

  7. Expand the Current job title field to search for and select current job titles.

  8. Expand the Geography field to search for and select regions.

    Here's a tip

    You can either choose to add regions or postal codes. You can’t currently include both filters at the same time.

  9. Click the Save button in the lower-right corner.

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