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Snapshot Report [Solved] More presentable/refined Snapshot Reports

  

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Topic starter

The report isn’t very presentable to send to prospective clients. It would be beneficial to have a really professional looking report that we can fully whitelabel.

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Hey Brittany…there is a lot of information to understand on the report. I think that most people agree that it needs to be presented to a prospective client and not just sent. There is a really good course on this in the academy that will help you prepare to do this if you are looking for help. Also you can customize quite a bit of this on the Sales side to control what a client can see, you can also customize in Partner Center for everyone.

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