What does the Snapshot Report email look like?

Salespeople can send the Snapshot Report email from the Manage Accounts dashboard or from the edit screen of the Snapshot Report.

An email template is automatically filled in with the prospect's first name, the salesperson's email address and the salesperson's phone number.

You can see an example of the Snapshot Report email below.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Can't find what you're looking for?
Let us help you!

Submit a request