How do I edit a Snapshot Report?




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    Anthony Muhaluk

    Ryan in Support helped me with this and gave me a few of the initial steps to take which were not mentioned in this article:
    Go to the Sales Tool
    Go to the "Salespeople" sub-tab
    Impersonate the assigned Salesperson.
    Click the SnapShot icon for the prospect account
    Then start with the directions at the beginning of this article.
    Thanks Ryan!

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    Ryan Holaday

    Glad to help out, Anthony!

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