Revere automatically compiles all the information from the Leads Table and
Dashboard into a branded Marketing Report
This Marketing Report will automatically reflect all deal interaction, CAs,
notes, etc. in live time
This Marketing Report can be adjusted to reflect ANY format or branding
requirements, please email one of the contacts on “Technical Support /
Customer Success” and we will implement your desired changes
This Marketing Report will be visible to all deal team members INCLUDING ANY
RIDE ALONG OWNERS ON A READ ONLY BASIS
To access the Marketing Report, click the down arrow in the top right corner
of the Dashboard
By default, included on the Marketing Report are the following Items:
A custom branded cover page
Marketing Summary Providing high level insights on your deal
CA Executed list of companies
Tour Notes (If you have input notes)
Call Notes (If you have input notes)
Pass Reason by company (Pulled from client and broker input)
