Snapshots in the CRM function as pre-configured templates or blueprints that capture specific settings, workflows, or arrangements. They streamline the process of replicating setups across various accounts or projects, making them particularly valuable in agency environments where similar configurations are frequently used. Effective management of snapshots, including renaming for clarity or removing obsolete ones, is essential for a well-organized CRM system. Renaming a Snapshot Occasionally, a snapshot's title may no longer accurately represent its content or function. Updating the name helps maintain clarity and ensures easy retrieval. To rename a snapshot, follow these steps: 1. Go to Settings: Access your agency view and click on the "Settings" option in the side menu. 2. Select Account Snapshot: From the settings menu, choose "Account Snapshot." 3. Find the Snapshot: Look under "My Snapshots" or "Important Snapshots" to locate the snapshot you want to rename. 4. Edit the Title: Click on the pencil icon next to the snapshot's name. Enter the new name and save your changes. Removing a Snapshot If a snapshot becomes redundant—perhaps because it's outdated or replaced by a more efficient one—it’s important to delete it to keep your CRM organized. Here’s how to remove a snapshot: 1. Repeat Initial Steps: Navigate to "Settings," then "Account Snapshot," and locate the snapshot you intend to delete. 2. Delete the Snapshot: Click the trash can icon beside the snapshot to remove it from your CRM. Troubleshooting and Common Questions Q: I can't locate the snapshot I need to rename or delete. What should I do? Ensure you are in the correct section, such as "My Snapshots" or "Important Snapshots." If the snapshot is still missing, verify that you have the necessary permissions to manage snapshots. Q: I deleted a snapshot by mistake. Is there a way to restore it? Once a snapshot is deleted, it generally cannot be recovered. To prevent accidental loss, consider creating backups before deletion.