Prospecting
Report Builder
Arrange and edit the presentation of a prospect report
Report Builder controls the sections, content, ordering, and customer-facing presentation of a saved prospect report
What this workspace includes
- Section list
- Editable content
- Section ordering
- Preview
Complete workflow
- 1
Choose the report
Open Builder from the intended prospect report
- 2
Review the structure
Confirm the presentation order
- 3
Edit sections
Refine content and recommendations
- 4
Preview the result
Check the shared experience
How records and settings behave
- Builder changes report presentation
- The prospect identity remains separate
- Preview reflects saved report content
Working effectively
- Lead with the strongest business context
- Remove repeated sections
- Keep recommendations actionable
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Report Builder?
Open Builder from the intended prospect report
When is my work saved?
Builder changes report presentation
How do I confirm the result?
Return to the related list or detail view and review its current status. Preview reflects saved report content