Prospecting Report Layout Customization Live!

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Published on ● Video Link: https://www.youtube.com/watch?v=kjA2Gmh9gPk



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We’re thrilled to announce a new feature that allows both agency accounts and their sub-accounts to fully customise the layout of their Prospect Accounts reports. This gives them greater flexibility and control over how information is displayed in reports to show them to end customers / clients / prospects.