Feature Update: Prospecting – PDF Download Option for Prospect Reports 🔎

We’re thrilled to announce a new feature that will make your marketing audit reporting smoother and more professional: the PDF Download option! Now, creating and sharing comprehensive prospect marketing audit reports is a breeze.

Key Highlights

Effortless Sharing: Export your audit reports as PDF files with just a few clicks. No need to take screenshots or worry about formatting issues when sharing.

Professional Presentation: Present your marketing audit findings in a polished, easily readable PDF format. Impress your clients and team with professional reports.

Archival Convenience: Easily archive your audit reports for future reference or compliance purposes. Keep all your reports neatly organised and accessible.

How to Use

1. Navigate to the Prospecting tab.

2. Look for the “PDF Download” option, located near all the prospect reports previously generated

3. Click “PDF Download” to start the export process.

4. Alternatively you can also generate a new marketing audit report for the prospect and find the ‘Export PDF’ option at the right top.

5. Your marketing audit report will be saved as a PDF file on your device, ready for sharing and storage.

We believe this feature will significantly improve your workflow, making it easier to collaborate and share valuable insights with your team and clients. Try it out today and let us know how it enhances your experience!

To learn more about the prospecting tool click here

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