Create plain text-based pre-call briefs in Behavior Sales from new Airtable records
Once active, this template will automatically create a plain text-based pre-call brief in Behavior Sale from every new Airtable record. To work with the template’s default settings, your Airtable record should contain these columns: First Name, Last Name, and Text to Analyze. Make sure you load at least 300 characters for full personality analysis. Less than 300 characters will produce a less confident report.
Got questions?
Comment on this topic to get your questions answered, or email help@behaviorsales.com, and our team will respond to you ASAP.
Back to Lesson Index
Click here to go back to the General Behavior Sales Platform Help Index