What is a CRM Snapshot? A CRM snapshot serves as a detailed replica of a specific CRM configuration at a given moment. It captures elements such as calendars, sales pipelines, marketing campaigns, automation workflows, and forms. These snapshots can be applied to new or existing sub-accounts to streamline setup processes and maintain consistency across client accounts. Who Is Allowed to Set Up a Snapshot? Only agency administrators have the permissions to create and manage snapshots. This capability is not available to sub-account users. Accessing the Agency View 1. Switch to Agency View: Start by accessing the agency view from your CRM dashboard, as this is essential for initiating the snapshot creation process. 2. Select Your Current Sub-Account: Locate and click on the sub-account selector section. 3. Enter Agency View: Choose “Switch to Agency View” to proceed with snapshot creation. Creating a New Sub-Account 1. Start New Sub-Account Setup: Within the agency view, select the "Sub-Accounts" menu. 2. Initiate New Sub-Account: Click on "Create New Sub-Account," opting for a "Regular Account" rather than a SaaS account. 3. Choose "Blank Snapshot": Begin with a clean slate by selecting “Blank Snapshot” for your new sub-account. Entering Sub-Account Details Use generic terms such as "Demo" for naming the sub-account. It’s essential to enter the intended snapshot name under "Business Name" in the general information section, as this name will be used as the sub-account name. Configuring the Sub-Account 1. Set Up Calendars: Create and configure calendars according to your requirements. 2. Design Sales Pipelines: Develop pipelines to manage client interactions. For instance, a pipeline might include stages like New Leads, Booked Calls, Agreement Sent, Onboarding, Active Clients, and No-Shows. 3. Configure Marketing and Automation: Set up email campaigns, templates, and automation workflows. Organize automation into folders for better management. 4. Create Sites and Forms: Set up website funnels, landing pages, and forms to be included in your snapshot. Creating and Managing the Snapshot 1. Access Snapshot Creation: Return to the agency view and navigate to “Account Snapshots.” 2. Initiate Snapshot Creation: Select “Snapshots” from the menu, then click “Create New Snapshot.” 3. Name and Save: Choose the configured sub-account and name your snapshot, then click “Save” to complete the process. Sharing and Updating Snapshots 1. Share the Snapshot: Generate a shareable link, email it, or provide a permalink. You can restrict access to specific agencies or sub-accounts if necessary. 2. Update the Snapshot: Refresh the snapshot to include changes from the original sub-account without creating a new snapshot. Updates will not automatically reflect in snapshots shared outside your agency. 3. Push Updates: Push updates to sub-accounts within your agency using the snapshot. External users will need to re-import the snapshot to see any updates. Troubleshooting and Common Questions What if the snapshot creation option is missing? Verify that you are logged in as an agency administrator, as this feature is unavailable to sub-account users. Can I update a shared snapshot? Yes, you can refresh and update the snapshot, but external users who have used the snapshot will need to re-import it to receive the latest updates.