Viewing a Market Snapshot After Sending

You can view a Market Snapshot that has been sent to a contact from the Summary tab in their record.

To view a Market Snapshot that has been sent:

1. Open the Contact Record. How?

   1. From the Main Menu bar, go to Contacts > Contacts Summary.

   2. Click the contact's row to open their record.

2. Click the Summary tab.

3. From the Market Snapshot Summary section in the bottom right, click View Snapshot.

Note: The Market Snapshot Summary section is only visible if the contact has at least one Market Snapshot event listed in the Notifications tab.

The Market Snapshot appears in a separate window.

Tip: You can also view a Market Snapshot from the Notifications tab. Locate the notification that contains the snapshot you want to view, and then click the hyperlink. Example: