Snapshots

Snapshots

Snapshots - Overview
A snapshot is a template of a particular sub-account that is used to transfer items such as Funnels, Calendars, Workflows, Websites, Custom Values, Trigger ...
Mon, 4 Mar, 2024 at 10:24 AM
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 11:19 AM
How to Share Snapshots
Snapshots can be shared to new and existing sub-accounts. By doing so, you can easily create a copy of a particular sub-account at a specific point in time,...
Fri, 3 May, 2024 at 11:41 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...
Fri, 29 Mar, 2024 at 4:59 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 2:45 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 8:33 PM
Pushing & Loading Snapshot Updates to Client Accounts
More Tutorials from the Community https://youtu.be/B6hs7PPaK_E https://youtu.be/ZBYuZjjgQ_A https://youtu.be/EIvov7clJYk https://youtu.be/EayXNoAJDmE ...
Mon, 12 Feb, 2024 at 10:21 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 4:13 PM
Snapshot Sharing (How to Share Snapshots)
Thu, 27 May, 2021 at 12:23 PM