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In a globe of chock-full software devices, Extendly’s snapshots offer a balance of price, uniqueness and support. Each snapshot is crafted for diverse functional needs and incorporates seamlessly with HighLevel CRM to make certain a seamless user journey.
Quickly reproduce one of the most effective advertising methods and setups for your company in mins. This conserves you time, ensures uniformity and helps grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template created to assist you launch a white-labeled software as a solution (SaaS) company quickly. It outfits you with a comprehensive set of tools and attributes to bring in, nurture and convert introduce clients. This consists of a web site, sales funnels, personalized type design templates, workflow automation, online schedules for booking and organizing, and Extendly Trigger Links.
Set up snapshots are a convenient way for agency leaders to keep their clients and stakeholders current with performance records. It conserves them the time of developing their very own periodic records or visiting to obtain on-demand data. Rather, they can send out a purposeful efficiency dashboard on an arranged basis that’s relevant to their goals and concerns to review in their following evaluation meeting.
When you develop a snapshot, all campaigns, layouts, automations, kinds, customized fields, tags, segments, racking up rules, pipelines, get in touches with and automated email and sms message projects that existed in your sandbox at the moment of development are instantly caught right into the new account you develop from it. Additionally, you’ll additionally have access to any existing photos that are consisted of in the layout. You can choose to either usage or remove the snapshot. Once a snapshot is developed, you can import it right into various other GoHighlevel accounts utilizing a share link that generates and sends to any address entered in the Emails field.
Local Business Snapshot
The Small Business Snapshot is the best way to get your agency started. It’s fully automated to make running your small customer accounts a breeze, consisting of an agent website schedule a call back button, reviews and reference demands, lead capture and email auto-responders, visit suggestions, lost/inactive clients, no-show workflows, follow-up series and more. It even includes a full agency setup and modification in your High Level CRM together 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 financial security compared to current years, which is good information for brokers and their customers. The snapshot likewise shows a growing passion among SMBs to get in touch with a PEO partner, which is a superb possibility for brokers to assist their small company customers streamline advantages monitoring and include more worth to the partnership.
This snapshot is a single purchase and just valid for use within 1 HighLevel firm account. You are not allowed to present or market the snapshot. You can, nonetheless, add it to as many sub-accounts within your company as required. If you’re not pleased with the snapshot, we provide a no-risk, money-back guarantee within 30 days of acquisition. Click on this link for more details. * Please note that this snapshot is just offered for usage with the GoHighLevel CRM. If you are using one more system, please contact us to go over choices.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your firm run efficiently and effectively. It equips you with a powerful toolkit to capture leads, automate tasks and transform them right into clients. It likewise consists of a detailed video that walks you with the arrangement procedure.
The snapshot will certainly move the complying with things to a new customer account:
Campaigns, themes, automations, kinds, custom-made areas, tags, sector problems, racking up regulations, pipelines, get in touches with and campaign reports. Note that photos from design templates, projects and automation e-mails will not be moved.
When you prepare to release the snapshot, click the Actions food selection in the top right corner of your company sight and choose Load Snapshot. Then select the customer account that you wish to fill it into. You can then use any of the settings that you have actually modified in the snapshot.
You can additionally utilize this button to freshen the snapshot. If you created a snapshot and then create 100 customer sub-accounts utilizing it, this will press any type of updates to all accounts that are attached to the snapshot.
Snapshots are wonderful tools for moving your GoHighLevel configuration to brand-new and existing customer accounts. They save you effort and time by lowering the hand-operated actions required to establish your business’s automations. Extendly attracts attention from other carriers by providing thorough snapshots that are designed to meet the demands of certain sectors and typical usage situations. Their SAAS snapshot, small company snapshot, fitness snapshot and property snapshot are simply a few examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that lets you group related automations with each other. Organizing an Automation Library aids you collaborate with lots of automations and avoids the threat of forgetting to upgrade essential setups or accidentally transforming something by mishap.
To create a new automation collection, click the “Add” button in the upper-right edge of the screen. Next, select the desired tags and the sources that you intend to back up. You can additionally set the back-up schedule. The easiest alternative is daily with 35 day retention, which will take a snapshot on a daily basis and maintain it for 35 days.
SM’s policy works by checking all the marked sources in your collection to see if any of them have actually been modified given that the last back-up. If it discovers one, SM takes a new snapshot and checks the adjustments once again. If it locates another modification, the oldest snapshot is erased and its data is copied to the newest one.
The automated snapshot creation workflow makes use of a state equipment that starts in the CREATION_START state and frequently checks the conditions to make certain that they are met. When the problems are fulfilled, it transfers to the CREATION_CONDITION_MET state, after that to the CREATION_START state once more. If the problems are not fulfilled, it relocates to DELETION_START and afterwards to DELETION_FINISHED states till the snapshot is produced or deleted.