Are you tired of spending hours setting up sub-accounts for your customers?

Introducing Snapshot share options - a tool designed to reduce the time it takes to set up sub-accounts. With Snapshot, you can easily create a copy of a particular sub-account at a specific point in time, saving you time and effort.

Imagine being able to quickly set up sub-accounts for your customers and get them started using your CRM right away. With Snapshot, you can do just that.

Don't waste any more time setting up sub-accounts manually. Try Snapshot today and streamline your onboarding process!

Covered in this article:

Share Options 

Agencies on $97 & $297 Plans

Agencies on $497 Plan (SaaS)


Please Note:

It is important to refresh the Snapshot before pushing updates to connected sub-accounts. After pushing the updates, you will have the option to choose which updates to bring over.

Follow the steps below to share a Snapshot:

  1. Head into your Agency View
  2. Click the "Settings" tab at the bottom left menu
  3. Click the "Snapshot" tab
  4. Click the Share button on the right-hand side of the Snapshot you wish to share

Share Options 

Agencies on $97 & $297 Plans

  • This creates a shareable link you can copy/paste and send to someone.
  • It can only be used once, meaning that if someone uses it to import the Snapshot into an agency account (including yours), it won't work again, and another shareable link must be generated.

  • Sends a share link via email to whatever email address(es) are put in the Emails field. The email sent also contains a clickable link that can be used to import the Snapshot straight from the email.

  • This creates a shareable link you can copy/paste and send to someone.
  • Unlike the share link (1. above), this link can be used infinite times. 

Agencies on $497 Plan (SaaS)

All share options above will be included, plus:

3. Agency Restricted

  • By utilizing Agency Restricted Share Links, you can confidently and securely share Snapshots with your chosen trusted agencies. Simply as the other agencies provide their unique relationship numbers and a secure link will be instantly generated for their exclusive use.

4. Sub-account Restricted

  • Sub-account Restricted Share Links let you share Snapshots for specific sub-accounts only, making your data sharing more personalized, and only those sub-accounts can use that snapshot.


If I share a snapshot with agencies outside of my own and later make updates to it, will those changes be reflected or automatically updated in the snapshot previously shared with other agencies?

No, regardless of your share options (1-4), snapshots are always considered clones of a specific sub-account at a specific moment. Therefore, any updates made to a snapshot will not be automatically reflected in previously shared snapshots.

How can I update a snapshot for sub-accounts within my agency?

To update a snapshot for sub-accounts within your agency, you need to follow these steps:

  • First, update the Snapshot with the desired changes.
  • Next, push the updated Snapshot to the linked sub-accounts within your agency.

How should I update a shared snapshot using share options 1, 2, and 3 from above to agencies outside of mine?

If you have shared a snapshot using share options 1, 2, or 3, and you want to update it, follow these steps:

  • Refresh or update the existing snapshot with the desired changes.
  • Re-share the NEW snapshot URL with the agencies involved.

It's important to note that generating a new Snapshot URL will invalidate the previous one. Therefore, ensure that you share the new URL for the updated snapshot.

To share a new snapshot with agencies using 'Sub-account' or 'Agency' restricted share links, follow these steps:

  1. Refresh or update the current snapshot with the desired changes.
  2. Go to the snapshot share modal and select the 'Sub-account' or 'Agency' restricted share link.
  3. Enter all the existing and new 'sub-account' or 'Agency' relationship numbers.
  4. Click on 'share' to generate a new snapshot URL.
  5. Share this new URL with the agencies involved, as the old URL will no longer work.

I shared my snapshot and did not see the 'New' items. What happened?

If you shared a snapshot and did not see the 'New' items, you may not have updated the existing snapshot before sharing it. Remember that snapshots are copies of a specific account at a specific point in time.

To include the 'New' items in the shared snapshot, you need to follow these steps:

For more information and detailed instructions, please refer to the following articles:

- Create Snapshots

- Share Snapshots with Other Agencies

- Import Snapshots

- Refresh/Update Snapshots