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In a world of chock-full software program tools, Extendly’s snapshots provide a balance of affordability, uniqueness and assistance. Each snapshot is crafted for diverse functional requirements and incorporates effortlessly with HighLevel CRM to guarantee a smooth user journey.
Quickly duplicate one of the most effective advertising and marketing methods and arrangements for your firm in minutes. This saves you time, makes certain uniformity and helps grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme developed to aid you launch a white-labeled software as a solution (SaaS) firm fast. It equips you with an extensive collection of devices and functions to draw in, nurture and convert introduce customers. This includes a website, sales funnels, customized type layouts, workflow automation, on-line calendars for reservation and organizing, and Extendly App Store.
Set up snapshots are a convenient means for agency leaders to keep their customers and stakeholders updated with performance reports. It saves them the time of developing their own regular reports or logging in to get on-demand information. Instead, they can send a meaningful efficiency control panel on a set up basis that’s relevant to their goals and issues to talk about in their following evaluation meeting.
When you produce a snapshot, all projects, templates, automations, kinds, personalized areas, tags, sections, racking up regulations, pipelines, contacts and automated e-mail and sms message campaigns that existed in your sandbox at the moment of development are instantly caught right into the brand-new account you develop from it. In addition, you’ll additionally have access to any kind of existing photos that are included in the design template. You can select to either usage or erase the snapshot. As soon as a snapshot is created, you can import it right into various other GoHighlevel accounts making use of a share web link that creates and sends to any address entered in the Emails area.
Small Business Snapshot
The Small Business Snapshot is the excellent method to get your company started. It’s completely automated to make running your tiny client accounts a wind, consisting of a representative web site routine a call back button, reviews and referral requests, lead capture and e-mail auto-responders, consultation tips, lost/inactive clients, no-show workflows, follow-up series and even more. It also consists of a full agency arrangement and personalization in your High Level CRM along with hands-on training and 6 months of FREE support access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals assurance for family member financial stability contrasted to recent years, which is excellent information for brokers and their clients. The snapshot also indicates a growing rate of interest amongst SMBs to connect with a PEO companion, which is an outstanding chance for brokers to aid their local business clients enhance benefits administration and include even more worth to the connection.
This snapshot is an one-time acquisition and only legitimate for usage within 1 HighLevel company account. You are not permitted to gift or re-sell the snapshot. You can, nonetheless, include it to as lots of sub-accounts within your firm as needed. If you’re not pleased with the snapshot, we provide a no-risk, money-back assurance within 30 days of purchase. Click here for even more information. * Please note that this snapshot is only offered for usage with the GoHighLevel CRM. If you are utilizing an additional system, please call us to discuss options.
Free Agency Snapshot
The Free Agency Snapshot is created to make your firm run efficiently and efficiently. It furnishes you with an effective toolkit to catch leads, automate tasks and convert them into customers. It additionally includes a step-by-step video that walks you via the configuration procedure.
The snapshot will transfer the complying with items to a brand-new client account:
Campaigns, design templates, automations, forms, personalized fields, tags, section conditions, scoring rules, pipelines, contacts and project reports. Keep in mind that photos from layouts, campaigns and automation emails will certainly not be moved.
When you are ready to release the snapshot, click the Actions menu in the top right edge of your company view and pick Load Snapshot. Then pick the client account that you wish to load it into. You can after that apply any one of the setups that you have actually modified in the snapshot.
You can also use this button to freshen the snapshot. If you developed a snapshot and then develop 100 customer sub-accounts using it, this will certainly press any type of updates to all accounts that are linked to the snapshot.
Snapshots are great tools for transferring your GoHighLevel configuration to new and existing customer accounts. They conserve you time and effort by reducing the hands-on steps required to establish your business’s automations. Extendly stands apart from other service providers by offering detailed snapshots that are developed to meet the demands of particular markets and common use situations. Their SAAS snapshot, small company snapshot, fitness snapshot and realty snapshot are just a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that allows you group related automations with each other. Organizing an Automation Library assists you collaborate with large numbers of automations and avoids the danger of neglecting to upgrade crucial settings or accidentally altering something by mishap.
To create a new automation library, click the “Add” switch in the upper-right corner of the screen. Next off, choose the desired tags and the sources that you wish to support. You can also set the back-up schedule. The most basic choice is day-to-day with 35 day retention, which will take a snapshot each day and maintain it for 35 days.
SM’s policy functions by examining all the tagged resources in your cluster to see if any one of them have been changed because the last back-up. If it locates one, SM takes a brand-new snapshot and checks the changes once again. If it finds another modification, the earliest snapshot is deleted and its data is copied to the latest one.
The automated snapshot creation workflow uses a state machine that starts in the CREATION_START state and continuously checks the conditions to see to it that they are met. When the conditions are satisfied, it relocates to the CREATION_CONDITION_MET state, after that to the CREATION_START state once more. If the problems are not satisfied, it relocates to DELETION_START and afterwards to DELETION_FINISHED states till the snapshot is produced or deleted.