How Do I Add a Cover Page to Delivery Reports in SoCast Reach Sales Management?
How Do I Add a Cover Page to Delivery Reports in SoCast Reach Sales Management?
Note: This process is typically performed by the Sales Manager.
As a Sales Manager, you can add a custom cover page to your delivery reports in SoCast Reach. This cover page will appear on the printed or downloaded versions of the report, helping to create a professional and branded presentation for your clients.
Steps to Add a Cover Page
- Navigate to the Delivery Reports tab.
- Click on the report for which you want to add a custom cover page.
- Scroll down to the Default Report Cover Page Image section.
- Click Add Media and upload your desired cover page image.
- Ensure your cover page image is sized to 8.5 x 11 inches for best results.
Once uploaded, your custom cover page will be included whenever the report is printed or downloaded.