Customize Your Prospecting Report Layouts: Live Demo!

Introduction: How to Customize Your Prospecting Report Layouts

Hey there, prospecting enthusiasts! Are you tired of sending out the same old dull reports to your clients and prospects? Well, buckle up, because we’ve got some exciting news for you! A new feature has been introduced for agency accounts and sub-accounts that allows you to customize your prospecting reports like never before. Say goodbye to boring reports and hello to a whole new level of customization and control!

Greater Flexibility and Control

With this new feature, you now have the power to tailor your prospecting reports to suit the preferences of your clients and prospects. No more cookie-cutter reports that fail to impress. This feature offers you greater flexibility and control in displaying information, making it easier to showcase your data in a way that speaks volumes to your audience.

  • Want to highlight specific metrics that matter most to your clients? You got it!
  • Need to rearrange the layout of your report to make it more visually appealing? Consider it done!
  • Have a last-minute change to make before sending out the report? No problem – you can now adjust items with a simple drag and drop.

Drag and Drop Your Way to Stunning Reports

Gone are the days of being stuck with rigid report templates. Now, with just a few clicks, you can customize your prospecting report layouts with ease. Thanks to the drag-and-drop functionality, you can seamlessly rearrange sections, add new elements, or remove unnecessary information. The power is in your hands to create reports that stand out and leave a lasting impression.

So, are you ready to take your prospecting reports to the next level? Say goodbye to one-size-fits-all reports and hello to a world of customization and creativity. Let’s dive into a live demo and see how you can revolutionize your prospecting report layouts today!


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