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In a globe of chock-full software tools, Extendly’s snapshots supply a balance of price, specificity and assistance. Each snapshot is crafted for diverse functional requirements and integrates seamlessly with HighLevel CRM to make sure a seamless customer trip.
Conveniently replicate one of the most effective advertising strategies and configurations for your firm in minutes. This conserves you time, guarantees consistency and assists grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template designed to aid you launch a white-labeled software program as a solution (SaaS) company quickly. It equips you with a comprehensive set of devices and features to attract, nurture and convert leads into customers. This consists of an internet site, sales funnels, custom kind layouts, workflow automation, on the internet calendars for booking and scheduling, and Extendly Payment Method Update Link.
Set up snapshots are a convenient method for firm leaders to keep their customers and stakeholders current with efficiency records. It conserves them the moment of developing their very own regular reports or visiting to get on-demand data. Instead, they can send out a meaningful efficiency control panel on a scheduled basis that’s pertinent to their goals and issues to review in their following evaluation conference.
When you develop a snapshot, all projects, templates, automations, kinds, custom fields, tags, segments, scoring rules, pipelines, contacts and automated e-mail and text message projects that existed in your sandbox presently of production are immediately recorded right into the new account you produce from it. Additionally, you’ll also have access to any existing pictures that are included in the layout. You can select to either use or erase the snapshot. When a snapshot is produced, you can import it into other GoHighlevel accounts using a share web link that produces and sends to any address entered in the Emails area.
Local Business Snapshot
The Small Business Snapshot is the ideal method to obtain your company started. It’s totally automated to make running your little client accounts a breeze, consisting of a representative internet site schedule a recall switch, reviews and reference requests, lead capture and e-mail auto-responders, visit tips, lost/inactive customers, no-show workflows, follow-up series and more. It even consists of a full company setup and customization in your High Level CRM in addition to hands-on training and 6 months of FREE support gain access to.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals assurance for family member economic security compared to recent years, which is excellent news for brokers and their customers. The snapshot also suggests an expanding interest amongst SMBs to connect with a PEO companion, which is an excellent possibility for brokers to help their small business clients streamline advantages monitoring and add more worth to the connection.
This snapshot is an one-time purchase and just valid for usage within 1 HighLevel agency account. You are not permitted to present or re-sell the snapshot. You can, however, include it to as lots of sub-accounts within your firm as required. If you’re not pleased with the snapshot, we provide a no-risk, money-back warranty within 30 days of purchase. Click here for even more details. * Please note that this snapshot is just readily available for use with the GoHighLevel CRM. If you are making use of another system, please contact us to go over choices.
Free Agency Snapshot
The Free Agency Snapshot is made to make your agency run efficiently and effectively. It outfits you with an effective toolkit to record leads, automate jobs and transform them right into customers. It also consists of a detailed video clip that walks you via the setup process.
The snapshot will certainly transfer the following things to a brand-new client account:
Campaigns, templates, automations, types, custom areas, tags, sector conditions, racking up regulations, pipelines, contacts and project records. Note that photos from themes, projects and automation e-mails will certainly not be transferred.
When you prepare to release the snapshot, click the Actions menu in the leading right corner of your firm sight and select Load Snapshot. After that pick the client account that you wish to fill it into. You can after that apply any of the setups that you have changed in the snapshot.
You can likewise utilize this switch to freshen the snapshot. If you created a snapshot and afterwards develop 100 client sub-accounts using it, this will certainly push any type of updates to all accounts that are connected to the snapshot.
Snapshots are fantastic tools for moving your GoHighLevel arrangement to new and existing client accounts. They conserve you time and effort by minimizing the manual actions required to set up your business’s automations. Extendly stands out from other service providers by providing extensive snapshots that are created to fulfill the requirements of specific industries and typical use cases. Their SAAS snapshot, small business snapshot, health and fitness snapshot and property snapshot are just a few examples of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that lets you team relevant automations with each other. Organizing an Automation Library assists you collaborate with great deals of automations and avoids the risk of neglecting to update crucial settings or unintentionally changing something by crash.
To create a brand-new automation library, click the “Add” button in the upper-right edge of the display. Next, select the desired tags and the sources that you wish to support. You can also establish the backup timetable. The most basic choice is everyday with 35 day retention, which will take a snapshot everyday and maintain it for 35 days.
SM’s plan works by checking all the tagged sources in your cluster to see if any of them have been customized given that the last back-up. If it discovers one, SM takes a brand-new snapshot and checks the modifications once more. If it finds another modification, the earliest snapshot is removed and its data is copied to the most recent one.
The automated snapshot development workflow utilizes a state equipment that starts in the CREATION_START state and constantly checks the problems to make certain that they are fulfilled. When the problems are met, it relocates to the CREATION_CONDITION_MET state, after that to the CREATION_START state once more. If the conditions are not satisfied, it transfers to DELETION_START and then to DELETION_FINISHED states up until the snapshot is produced or deleted.