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Customize Your Prospect Report Layout: A New Era of Personalization
At Bosseo CRM, we are thrilled to unveil a groundbreaking feature: the ability to customize your Prospect Report Layout. This new functionality empowers you to personalize the structure of your reports by selecting which sections to include and defining the order in which they appear. Tailor each report to align perfectly with your objectives, and create presentations that are both relevant and client-focused, all without post-editing.
Our recent update allows you to enjoy a fully customized experience. Whether you aim to standardize reports across your agency or personalize them for individual clients, our report layout customization feature accommodates your needs seamlessly.
What’s New
Global Report Layout Settings
– You can now define default report layouts that apply to all future reports across agencies and sub-accounts.
– Select which sections to include, such as Business Details, Tech Stack, Listings, GBP, Reviews, and more.
– Use the intuitive drag-and-drop functionality to rearrange sections and match your preferred narrative flow.
– Save your layout once and apply it automatically to all new reports.
– Gain complete control over how reports are structured, fostering more relevant and client-centric presentations from the start.
Per-Report Customization
– Adjust the layout of individual reports without affecting your global settings.
– Open any report, click “Sections” in the top-right corner, and reorder or toggle sections on/off.
These adjustments are saved for the selected report, ensuring your global settings remain intact.
Why Customization Matters
Previously, users were confined to a fixed layout, limiting customization potential. This update revolutionizes report creation by allowing you to:
1. Craft reports that align better with your sales strategy and branding.
2. Highlight key sections pertinent to each audience.
3. Streamline workflows with a set-it-once approach for consistency.
4. Craft narratives that tell the right story for prospects, clients, or internal reviews.
Use Cases Across Industries
Home Improvement
For home improvement businesses, presenting cost estimates, project timelines, and material lists in a succinct and visually pleasing report can greatly enhance client trust and understanding. With customized reports, you can highlight these sections prominently, ensuring clear communication and alignment with client expectations.
Legal Practices
Legal professionals can make use of report customization to present case studies, legal precedents, and case progress visually. Highlighting relevant sections helps to streamline client consultations and provide clear insights into ongoing cases, thereby enhancing client confidence and engagement.
Medical Practices
In medical practices, reports can be tailored to focus on patient demographics, treatment plans, and health outcomes. Customizing reports allows for a more personalized approach when discussing with insurance companies or providing follow-ups with patients, enhancing the level of care and understanding.
Availability and Getting Started
This feature is available at no additional cost for all agency and sub-accounts. Begin by navigating to Prospecting → Report Settings → Customize Report Layout to set global defaults. For individual reports, open any prospect report and click “Sections” to customize layouts.
We’d Love Your Feedback
Your insights are invaluable as we continue to enhance our tools. Please reach out with any suggestions or feedback. Email us at prospecting@bosseo.com or discuss with our product team directly through our platform.
Join us in redefining how reports are created and presented, ensuring every report tells your story, your way. We’re excited to empower you with this new feature, bringing your presentations to life with personalized precision.
