Snapshots are valuable tools that create exact copies of your sub-accounts, capturing essential assets such as funnel templates and automation workflows. They enable the swift replication and upload of these assets across various sub-accounts. Features of Snapshots: 1. Importing Snapshots: Easily import snapshots into new or existing sub-accounts to transfer all associated assets quickly. This function is particularly beneficial for marketing agencies managing client onboarding. 2. Updating Across Accounts: Effortlessly upload specific assets or collections of assets to all linked accounts at once. This feature is essential for rolling out updates across multiple accounts rapidly. How to Import Snapshots: 1. Access the Sub-Accounts Section: From your CRM’s main dashboard, navigate to the section dedicated to sub-accounts. 2. Create or Choose a Sub-Account: For new clients, set up a new sub-account and select a snapshot during the setup. For existing sub-accounts, simply select the one you wish to update. 3. Import the Snapshot: Click on “Manage Client,” then go to “Actions,” and select “Load Snapshot.” Choose the snapshot you want to import and specify the assets to include. The CRM will check for any potential conflicts to ensure no critical data is overwritten. Uploading Updates to Multiple Accounts: 1. Update Your Snapshot: Ensure your snapshot reflects the latest asset updates. 2. Choose Target Locations: From the snapshots menu, select the locations where you wish to apply updates. You can opt out of specific locations if needed. 3. Select Assets for uploads: Choose the assets you want to push to the selected locations. The CRM will list the assets being updated and check for any potential conflicts before finalizing the process. Troubleshooting and Common Questions: What if there are conflicts during snapshot import? You can choose to either bypass the conflicting assets or override them based on your needs. Can I update only specific assets? Yes, you can select individual assets for uploads, ensuring that only the updates you want are applied.