Prospecting Tool - Customize and Reorder Your Report Sections!
We’re thrilled to introduce a powerful new feature that gives you complete control over your report layouts — Select and Reorder Report Sections! TABLE…
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We’re thrilled to introduce a powerful new feature that gives you complete control over your report layouts — Select and Reorder Report Sections!
TABLE OF CONTENTS
Key Highlights:
- Tailored Report Sections: Now you can choose which sections to include in your reports, ensuring that only the most relevant information is presented to your audience.
- Easy Reordering: With our intuitive drag-and-drop functionality, you can easily rearrange report sections to create a flow that best suits your narrative and objectives!
- Enhanced Customization: Customize your reports to highlight key metrics and insights first, making it easier for stakeholders to grasp the information that matters most.
- Streamlined Reporting Process: Save time and enhance clarity by structuring your reports according to your preferences, allowing for more impactful presentations and discussions.
Fields in this part of the guide
Key Highlights:How to Access Select and Reorder Report Section:Why You’ll Love It:
Buttons and menus referenced
TABLE OF CONTENTS
Next stepHow to Access Select and Reorder Report Section:
All 3 steps in this procedure
- Key Highlights:
- How to Access Select and Reorder Report Section:
- Why You’ll Love It:
How to Access Select and Reorder Report Section:
- Go to 'Prospecting' tab
- Click on any prospect and go to View Report
- Proceed to 'Sections' option to select and reorder report section of your choice.
- Click on "Apply" to save and apply changes to the report. The changes will be applied to both External report and PDF.
Why You’ll Love It:
This new feature empowers you to highlight report sections that align with your goals and priorities. Whether you’re presenting to clients, stakeholders, or your team, you can now showcase your data in a way that’s engaging and easy to understand.
Dive into the Select and Reorder Report Sections feature today and take your reporting to the next level!
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