Little Known Report Markup Keeps Your Sales Focus On Important Details

You can make on-the-fly annotations and highlighting to any report before printing. This is a great tool for things like highlighting the phone numbers you need to call or marking important closing dates in a list of deals. Before printing a report you may want to

  • Do some minor markup - highlight, underline, bold, strikeout, etc.
  • Edit content of the report - add or delete text or sections
  • Cut/Copy/Paste the report content - for example to paste it into an email
  • Search for a word or phrase

 CRM report markup