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How do I view the customer profile of a meeting?

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Written by Patrick Hoban
Updated over 3 weeks ago
  1. Navigate to the Meetings page.

  2. Click on the meeting that you want to get the customer profile for.

  3. Click the right arrow from the tabs at the top to reveal the "Customer Profile" tab and click it.

Customer Profile Tracks

  • Who is the decision maker?

  • Customer pains

  • Motivations for buying service

  • Personality traits

  • Actionable insights and recommendations

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