Snapshots

Snapshots

Snapshots - Overview
  List of client account items copied using Snapshots: Custom Fields Custom Values *0 Triggers *1 Trigger Links Surveys Forms SMS Templates Emai...
Mon, 13 Jan, 2020 at 12:17 PM
Create Snapshots
  Creating Snapshots Follow the steps below to Create a Snapshot: Click Settings in the Agency View  Click Account Snapshot Click Create New Snapsho...
Mon, 13 Jan, 2020 at 12:19 PM
Share Snapshots (With Other Agencies)
Follow the steps below to share a Snapshot: Click Settings on the Agency View Click Account Snapshot Click the Share button the right hand side of the...
Mon, 13 Jan, 2020 at 12:20 PM
Import Snapshots
  Import Snapshot from Snapshot Share Link Follow the steps below to import a snapshot from a shareable link Log into HighLevel in your web browser O...
Mon, 13 Jan, 2020 at 5:07 PM
Load Snapshots Into Existing Account
Create a Client Account based off of a Snapshot Follow the steps below to create a new client account based off of a Snapshot: Click Accounts on the A...
Thu, 9 Jul, 2020 at 3:45 PM
Refresh/Update Snapshots
  Snapshots do not update automatically when you make changes to the client account the Snapshot was based off of. You need to manually refresh the Snaps...
Wed, 5 Aug, 2020 at 9:33 PM
Pushing & Loading Snapshot Updates to Client Accounts
  Pushing Snapshot Updates to Client Accounts Follow the steps below to push Snapshot updates to linked accounts: Click Settings on the Agency View C...
Sun, 21 Jun, 2020 at 10:19 AM
Delete & Edit the Name of Snapshots
  Delete Snapshots Follow the steps below to delete a Snapshot Click Settings (Agency view) Click Account Snapshot Locate the Snapshot you want to d...
Mon, 13 Jan, 2020 at 5:13 PM