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In a globe of jammed software devices, Extendly’s snapshots provide an equilibrium of price, uniqueness and assistance. Each snapshot is crafted for varied functional needs and incorporates perfectly with HighLevel CRM to ensure a smooth customer journey.
Easily duplicate the most effective advertising methods and setups for your firm in mins. This conserves you time, makes certain consistency and aids grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme designed to assist you launch a white-labeled software as a service (SaaS) agency quickly. It outfits you with a detailed set of devices and attributes to bring in, nurture and convert leads into clients. This consists of a web site, sales funnels, customized form layouts, workflow automation, online calendars for booking and scheduling, and Extendly Jobs.
Scheduled snapshots are a practical means for agency leaders to maintain their customers and stakeholders up-to-date with efficiency records. It saves them the time of building their own regular reports or visiting to obtain on-demand information. Instead, they can send out a meaningful efficiency control panel on a scheduled basis that’s appropriate to their objectives and problems to discuss in their following review meeting.
When you produce a snapshot, all projects, layouts, automations, kinds, custom-made fields, tags, segments, scoring policies, pipelines, contacts and automated e-mail and sms message campaigns that existed in your sandbox at the moment of production are immediately recorded right into the new account you produce from it. Furthermore, you’ll likewise have access to any existing pictures that are consisted of in the layout. You can select to either usage or delete the snapshot. When a snapshot is produced, you can import it into various other GoHighlevel accounts utilizing a share web link that produces and sends out to any type of address entered in the Emails field.
Local Business Snapshot
The Small Business Snapshot is the perfect means to get your agency began. It’s completely automated to make running your small client accounts a wind, including an agent website schedule a recall button, testimonials and referral requests, lead capture and email auto-responders, consultation pointers, lost/inactive customers, no-show workflows, follow-up series and even more. It also includes a full agency arrangement and personalization in your High Level CRM along with hands-on training and 6 months of FREE support accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows pledge for family member economic stability compared to recent years, which is good news for brokers and their clients. The snapshot additionally suggests a growing interest among SMBs to get in touch with a PEO partner, which is a superb chance for brokers to help their small company customers simplify advantages management and add even more value to the partnership.
This snapshot is a single acquisition and only valid for use within 1 HighLevel firm account. You are not allowed to gift or re-sell the snapshot. You can, however, include it to as numerous sub-accounts within your agency as required. If you’re not satisfied with the snapshot, we provide a no-risk, money-back assurance within 30 days of purchase. Visit this site for more information. * Please note that this snapshot is just readily available for usage with the GoHighLevel CRM. If you are making use of an additional system, please contact us to review choices.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your company run smoothly and effectively. It equips you with a powerful toolkit to record leads, automate jobs and transform them into clients. It also consists of a detailed video clip that strolls you through the configuration process.
The snapshot will certainly transfer the complying with items to a brand-new customer account:
Campaigns, templates, automations, kinds, personalized areas, tags, segment conditions, racking up rules, pipelines, contacts and project records. Keep in mind that pictures from layouts, projects and automation emails will not be moved.
When you prepare to release the snapshot, click the Actions menu in the leading right corner of your firm view and pick Load Snapshot. Then select the customer account that you want to load it into. You can then use any one of the setups that you have changed in the snapshot.
You can also use this switch to freshen the snapshot. If you produced a snapshot and after that create 100 customer sub-accounts using it, this will certainly press any kind of updates to all accounts that are connected to the snapshot.
Snapshots are wonderful devices for transferring your GoHighLevel configuration to brand-new and existing client accounts. They save you effort and time by reducing the manual actions needed to set up your business’s automations. Extendly stands out from other suppliers by providing thorough snapshots that are made to satisfy the demands of details markets and common usage situations. Their SAAS snapshot, local business snapshot, health and fitness snapshot and real estate snapshot are just a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that lets you group relevant automations with each other. Organizing an Automation Library aids you work with great deals of automations and stays clear of the threat of neglecting to upgrade vital settings or inadvertently altering something by mishap.
To create a brand-new automation library, click the “Add” button in the upper-right corner of the screen. Next, select the preferred tags and the resources that you intend to support. You can likewise set the back-up timetable. The easiest alternative is daily with 35 day retention, which will take a snapshot everyday and maintain it for 35 days.
SM’s policy works by examining all the labelled resources in your collection to see if any one of them have been changed since the last backup. If it finds one, SM takes a brand-new snapshot and checks the changes once again. If it discovers another adjustment, the earliest snapshot is deleted and its information is replicated to the newest one.
The automated snapshot development workflow utilizes a state machine that begins in the CREATION_START state and constantly checks the conditions to see to it that they are satisfied. When the conditions are met, it relocates to the CREATION_CONDITION_MET state, after that to the CREATION_START state once again. If the problems are not fulfilled, it transfers to DELETION_START and afterwards to DELETION_FINISHED states until the snapshot is developed or removed.