Salespeople can create demo accounts which, in turn, produce Snapshot Reports. The Salesperson must have credentials for Sales & Success Center to create these accounts. Partner Center admins can create salespeople logins and provide the credentials.
- Select Sales > Salespeople tab
- Click Create Salesperson
- Enter your salesperson's contact information. Be thorough—much of this information will appear throughout the Snapshot Report and Business Center.
- Select the title you want to appear on the Snapshot Report cover. Then click Save.