SoCast Reach Sales Management: Adding A Cover Page To Delivery Reports
This process is usually done by the sales manager.
As a Sales Manager role, you have the ability to add a cover page to delivery reports. This appears as the cover page for printed/downloaded versions of the report.
- Once you're in the delivery reports tab, click on the report you wish to create a custom cover page for.
- scroll down to 'default report cover page image'
- click 'add media' and upload your new desired cover page
- Dimensions should be 8.5 x 11
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