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In a globe of overcrowded software tools, Extendly’s snapshots provide a balance of cost, uniqueness and assistance. Each snapshot is crafted for varied functional demands and integrates flawlessly with HighLevel CRM to guarantee a smooth user journey.
Easily reproduce the most reliable advertising techniques and configurations for your firm in minutes. This conserves you time, makes sure uniformity and assists grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme created to aid you launch a white-labeled software application as a service (SaaS) agency quickly. It equips you with a comprehensive collection of devices and attributes to attract, nurture and transform leads into clients. This consists of an internet site, sales funnels, personalized form themes, workflow automation, on the internet schedules for booking and scheduling, and Extendly Rename Workflows.
Set up snapshots are a hassle-free means for company leaders to maintain their customers and stakeholders current with performance records. It conserves them the moment of constructing their own regular reports or logging in to obtain on-demand information. Instead, they can send out a significant efficiency control panel on a set up basis that’s relevant to their goals and issues to talk about in their following testimonial meeting.
When you develop a snapshot, all projects, layouts, automations, kinds, personalized fields, tags, segments, scoring regulations, pipelines, contacts and automated email and text message projects that existed in your sandbox right now of creation are automatically captured into the brand-new account you produce from it. On top of that, you’ll additionally have accessibility to any type of existing pictures that are consisted of in the template. You can choose to either use or delete the snapshot. Once a snapshot is developed, you can import it into various other GoHighlevel accounts making use of a share web link that creates and sends out to any type of address entered in the Emails field.
Small Company Snapshot
The Small Business Snapshot is the excellent means to obtain your company began. It’s completely automated to make running your little customer accounts a breeze, consisting of a representative site routine a call back button, reviews and reference demands, lead capture and email auto-responders, consultation pointers, lost/inactive customers, no-show workflows, follow-up sequences and even more. It also includes a complete agency arrangement and customization in your High Level CRM along with hands-on training and 6 months of FREE assistance accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals assurance for relative financial security contrasted to current years, which is excellent information for brokers and their clients. The snapshot additionally indicates a growing interest among SMBs to get in touch with a PEO companion, which is an outstanding chance for brokers to help their local business customers enhance advantages administration and add more value to the connection.
This snapshot is a single purchase and only valid for usage within 1 HighLevel agency account. You are not allowed to present or resell the snapshot. You can, however, include it to as several sub-accounts within your agency as required. If you’re not pleased with the snapshot, we offer a no-risk, money-back assurance within 30 days of purchase. Go here for even more details. * Please note that this snapshot is only readily available for usage with the GoHighLevel CRM. If you are making use of an additional system, please contact us to go over options.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your agency run smoothly and successfully. It outfits you with an effective toolkit to capture leads, automate tasks and transform them into clients. It likewise consists of a detailed video that strolls you with the setup process.
The snapshot will transfer the complying with items to a brand-new customer account:
Projects, templates, automations, types, personalized fields, tags, sector problems, scoring guidelines, pipelines, calls and campaign reports. Keep in mind that pictures from layouts, projects and automation emails will not be transferred.
When you are ready to deploy the snapshot, click the Actions menu in the leading right corner of your company view and select Load Snapshot. After that choose the customer account that you want to fill it right into. You can then apply any of the setups that you have actually changed in the snapshot.
You can additionally use this switch to rejuvenate the snapshot. If you created a snapshot and then produce 100 customer sub-accounts utilizing it, this will press any updates to all accounts that are connected to the snapshot.
Snapshots are terrific devices for transferring your GoHighLevel setup to new and existing customer accounts. They conserve you effort and time by minimizing the hands-on actions called for to set up your business’s automations. Extendly attracts attention from various other suppliers by supplying detailed snapshots that are made to satisfy the demands of particular industries and common usage cases. Their SAAS snapshot, small business snapshot, health and 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 lets you team related automations together. Organizing an Automation Library aids you work with multitudes of automations and prevents the threat of neglecting to upgrade important settings or mistakenly altering something by crash.
To develop a new automation collection, click the “Add” button in the upper-right edge of the display. Next off, pick the desired tags and the resources that you want to support. You can likewise set the backup timetable. The simplest option is day-to-day with 35 day retention, which will take a snapshot on a daily basis and maintain it for 35 days.
SM’s policy functions by examining all the identified resources in your collection to see if any one of them have been changed because the last backup. If it finds one, SM takes a new snapshot and checks the modifications once more. If it locates another change, the oldest snapshot is erased and its data is replicated to the latest one.
The automated snapshot production workflow uses a state machine that starts in the CREATION_START state and frequently checks the conditions to make certain that they are satisfied. When the conditions are fulfilled, it transfers to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the conditions are not fulfilled, it moves to DELETION_START and after that to DELETION_FINISHED states till the snapshot is produced or removed.