Creating a Contact Snapshot

The Create Contact Snapshot page allows you to generate a Market Snapshot for an existing contact within Top Marketer.

To create a contact snapshot:

  1. Open the Create Contact Snapshot page. How?closetriangle.gif

  2. Enter the First and/or Last name of the desired contact, then click Reload Report.

    The Create Contact Snapshot page is refreshed displaying the contacts that match your search criteria.

  3. Click create_icon.png beside the required contact to create a Market Snapshot.

    The Market Snapshot Request form appears displaying the contact information.

  4. Make any changes that may be necessary.

  5. Click Generate.

    Note: if any fields are missing, you are prompted to complete them before you can generate the Snapshot.

    The Market Snapshot is sent to the contact. You will also receive a message confirming that the Market Snapshot has been sent.

  6. Click Close to return to the Create Contact Snapshot page.

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