Aug. 2, 2017: Create accounts without a Snapshot Report via Sales & Success Center


By creating accounts without a Snapshot Report, your sales team will be able to manage accounts at any stage in the customer lifecycle.

Whether your team is managing existing clients, selling traditional marketing solutions, or waiting until just the right moment to generate a Snapshot Report, they now have the freedom to create accounts based solely on business details.

Just like accounts that are created without Snapshot Reports in Partner Center, your sales team will be able to generate a Snapshot Report at any time.

To create an account without a Snapshot Report, simply deselect the Snapshot Report product when creating the account.  


You can change your default setting via Partner Center > Administration > Customize > Sales.


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