When you create a new Snapshot Report, the contact information is pulled into the Account Details page within the Sales & Success Center. This can be used to follow up with the prospect. To see this page, click on the account name in Sales & Success Center.
Articles in this section
- How do I access Sales & Success Center?
- How do I update my salesperson contact info?
- What notification emails will my salespeople receive?
- How do I create a Snapshot Report for a prospect?
- How do I add a custom header to the Snapshot Reports?
- How do I view a Snapshot Report?
- How do I edit a Snapshot Report?
- How do I email a Snapshot Report?
- What does the Snapshot Report email look like?
- How do I save the Snapshot Report as a PDF?