How do I email a Snapshot Report?

There are two different methods for emailing out a Snapshot Report. The first is to add an account to a campaign. For information about this, please see the following:

How do I add an account to a campaign?

The second method is to send the Snapshot Report directly to a recipient. To do so, you will first need to either impersonate or log directly in to the Sales and Success Center.

Once logged in, locate the account you wish to send the Snapshot Report for and click the Snapshot Report button.

In the right hand corner, click Email Report.

Choose the recipient you wish to send the Snapshot Report to, customize the subject line, and fill in a custom message that will appear in the email. Once you are satisfied with the options you've chosen, click Send.

 

 

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