New Idea
On C360, export summary in format other than PDF
At the top right of the C360, there is an export option "Customer 360." Right now the only option is for this report in PDF. It would be nice if we could choose something other than a PDF so we could edit it after export.
+2It is possible to export as a PPT, too, but that would require you to build a Success Snapshot separately.
1 person likes this
+2We did build a snapshot, Kendra helped us, but it does not look the same at all. Do you have directions on how to do this? We get the scorecard as numbers rather than the nicer circles.
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