Analyze: How do I create a summary of an interview?

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The Overview tab in Buyer Analysis is where an analyst can provide a summary of the buyer’s feedback from the interview.

  1. Select Research.
  2. Select Analyze.


  1. Click on the green analyze icon of the interview you want to add a summary for. This will take you to the Buyer Analysis view.


  1. Select the Overview tab, in the right-hand panel.


  1. Enter the interview summary into the Summary text box.

Note: Use the Remaining characters counter to see if your summary is under the 1000-character recommendation. You can go over the recommended 1000-characters if needed.


  1. Use the toolbar to format the text.


  1. Click Save.


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