How do I view a Snapshot Report?

There are 3 locations from which you can view the snapshot, but only 1 location from which you may edit the snapshot structure.

You will be able to view Snapshot Reports 10 minutes after they're created (Creation Instructions). However, we recommend waiting 24 hours before showing the Snapshot Report to a prospect. This ensures that all of the available data has been gathered.

1. The Accounts Tab - View Only


2. Prospects Tab - View Only


3. Sales & Success Center - View, Edit, Send in Email

  1. Log in to the Sales & Success Center using your salesperson credentials, or Impersonate from the Partner Central Sales Tab.
  2. Search for the Business you would like to view.
  3. Select the Snapshot Report icon.
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