Use Settings → About me to keep a reviewable record of the person behind the outreach.
What you can record
The identity dossier includes:
- full name;
- headline;
- current role and company;
- company domain;
- location;
- LinkedIn handle;
- email and phone;
- biography, labelled About in the product.
When a LinkedIn profile is available, Lemma may prefill some values from the connected Sender. Review the fields before treating them as current.
Save and validate the dossier
Choose Save draft while the information still needs review. Choose Validate when the visible values accurately describe the Operator. Editing and saving the dossier again returns it to a draft that can be validated later.
The dossier is stored in Lemma. Saving or validating it does not currently promise automatic reuse in Mission briefs, message drafts, or personalization. Put the relevant identity context in the Mission brief and review every message before execution.
Dossier scope
The dossier stays in Lemma until you update it. Check About me again whenever the Operator identity or positioning changes.
Next action
Record the company and offer facts under About offer, then create a Mission.