Prepare a meeting with the DISC profile
Sign in to try itWhat it's for
Before a meeting, the DISC analysis describes your contact's profile and how they make decisions, so you can adapt your pitch.
Before you start
- Prospects with a meeting: only prospects who have a meeting can be analyzed. Track your contacts and meetings in the CRM
Steps
Open Meetings ▸ Profiling and click Analyze new prospects.
The Analyze DISC profiles window counts your prospects: Total meetings, Already analyzed and To analyze.
In the list, select a meeting marked To analyze.
Click Start analysis.
Open Meetings ▸ Profiling and click Analyze new prospects.
Step 1 of 4
Demo, no action on your account
Expected result
A message confirms the start; results arrive within a few minutes. The prospect's card then shows their DISC profile and the Profile description. Click the card to open their record in the CRM.