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Mar 24, 2021 1:39 pm
The Snapshot Report is great at providing an in-depth look at how your clients are performing online, but there are times when you just need a quick overview without diving deep into the data.
That's where our new Quick View Scorecard comes in! This allows you to quickly view the grades of a Snapshot Report without having the load up the full report and find the appropriate section.
This way, if you're on a call or sending a last-minute email to a client, you can quickly reference their grades to help solidify your selling point or add more personalization.
This new feature is available on the manage accounts page in both Partner Center and Sales & Success Center. Check it out or learn more with our support article.
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1271
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Mar 26, 2021 2:00 pm
This is great! ??