Delete or correct a source without losing trust

Libraries go stale. Offers change, pricing moves, campaigns end, and a wrong source keeps shaping every plan, advisor answer, and draft that reads it, with nothing on screen to flag it. Correcting the library is part of keeping the system honest, and the app makes it safe: deleting a source removes what was derived from it, and profile changes a source suggests wait for your decision instead of rewriting your Business Intake behind your back.

• When a source is outdated, wrong, duplicated, or filed in the wrong bucket.
• When "Suggested updates from your research" appears on the Marketing Plan page.

• Owner or Manager access. Deleting sources and applying suggestions are management actions; Editors can view Research but not change it.
• You know which source is the problem, and you have the replacement ready if you are correcting rather than removing.

1. 1Open Research, find the source, and click "Delete". The confirmation asks "Delete this repository source and its derived context?" To remove several, click "Select", tick them, and choose "Delete selected".
2. 2Expect the derived material to go with it: extracted text, analysis, and any pending suggestions from that source. Later plans, advisor answers, and briefings stop drawing on it.
3. 3Add the corrected version as a new source with the right classification, and wait for "Context ready".
4. 4When a source suggests your business profile is out of date, its row in Research shows a plan update count, and the Marketing Plan page shows "Suggested updates from your research" with a pending count.
5. 5Read each suggestion before deciding. It names the field (such as Services, Positioning, or Target Market), whether the source is "My Content" or "Competitor Research", "Suggested from" with the source title, the "Current profile value", the "Suggested profile value", and a rationale. Be skeptical of a suggestion drawn from a competitor source: it describes someone else's business.
6. 6Click "Apply" or "Dismiss". Applying updates your Business Intake; dismissing is final and changes nothing. When nothing is pending, the section does not appear, which is a healthy state.

A "Source deleted." confirmation, the source gone from every filter and count, and profile values changed only where you clicked "Apply" (confirmed with "Plan update suggestion applied."). You can check the intake itself through the "Business Intake" link on the Plan page (see Give the system business context it can trust).