How do I create a Meeting?

Create a meeting with Crystal Customers Premium

A Meeting is a customizable report that gives you personality insights and advice for selling to a specific person. You can create a Meeting for 1-3 people, depending on how many people you’re selling to.

Meetings are available to everyone with Customers Premium. You can upgrade here.

Note: You can upgrade each person on your team from your Team page here: https://www.crystalknows.com/app/team

Here’s how to get started when creating a Meeting:

  1. Add the profiles to Crystal.

    In order to create a meeting, you first need to have profiles to feature. You can add the profiles by using Crystal’s Chrome Extension to create predicted profiles through LinkedIn.
  2. Go to the Meetings tab of your Crystal Dashboard.

    This should be on the top right corner of the Dashboard or at crystalknows.com/app/sales/meetings. Click "New Meeting" on the right side of the page.

  3. Select the profiles you’d like to use in the Meeting.

    On the left, you’ll see a list of your Crystal profiles. Here, you can select the people you’ll be meeting with.
  4. Select your template based on the purpose of the meeting.

    You’ll see a list of template options to choose from that help customize the Meeting to fit your specific needs. This helps ensure that the information you’ll get about each person’s personality is directly relevant to your situation.

  5. Create your Meeting

    You can customize the name of your Meeting and click “Build Meeting” so you can see the insights in the final product.

  1. Share your Meeting with others

    Once you create your Meeting, it’s shareable, downloadable, and printable. You can share the unique URL with other people and they will be able to see a read-only version. Or if you prefer documents, you can download it as a PDF file.