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In a world of chock-full software application devices, Extendly’s snapshots supply a balance of price, uniqueness and assistance. Each snapshot is crafted for diverse functional demands and integrates seamlessly with HighLevel CRM to make sure a smooth customer trip.
Conveniently duplicate one of the most effective advertising techniques and configurations 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 theme created to aid you launch a white-labeled software program as a service (SaaS) company quickly. It equips you with a detailed collection of devices and functions to draw in, nurture and transform introduce customers. This consists of a website, sales funnels, customized form templates, workflow automation, on-line schedules for booking and organizing, and Extendly User Guides.
Arranged snapshots are a practical way for company leaders to keep their clients and stakeholders updated with efficiency reports. It saves them the moment of building their very own periodic reports or visiting to get on-demand information. Instead, they can send a significant efficiency dashboard on an arranged basis that’s relevant to their goals and issues to discuss in their following review conference.
When you create a snapshot, all projects, themes, automations, forms, customized fields, tags, sectors, scoring rules, pipelines, contacts and automated e-mail and sms message campaigns that existed in your sandbox right now of development are instantly captured right into the brand-new account you create from it. Furthermore, you’ll additionally have accessibility to any type of existing photos that are consisted of in the theme. You can pick to either usage or remove the snapshot. When a snapshot is developed, you can import it right into various other GoHighlevel accounts using a share web link that generates and sends to any address entered in the Emails field.
Small Company Snapshot
The Small Business Snapshot is the ideal means to get your company began. It’s completely automated to make running your tiny customer accounts a breeze, consisting of a representative web site routine a call back switch, testimonials and referral requests, lead capture and e-mail auto-responders, appointment reminders, lost/inactive clients, no-show workflows, follow-up sequences and even more. It also consists of a full company configuration and personalization in your High Level CRM in addition to 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 relative financial security compared to current years, which is great news for brokers and their clients. The snapshot also indicates a growing passion amongst SMBs to get in touch with a PEO partner, which is an outstanding chance for brokers to assist their local business clients streamline benefits management and include even more worth to the partnership.
This snapshot is an one-time acquisition and only legitimate for usage within 1 HighLevel firm account. You are not enabled to gift or market the snapshot. You can, nonetheless, add it to as several sub-accounts within your company as required. If you’re not pleased with the snapshot, we provide a no-risk, money-back assurance within 30 days of acquisition. Go here for more information. * Please keep in mind that this snapshot is just offered for usage with the GoHighLevel CRM. If you are utilizing an additional system, please contact us to talk about alternatives.
Free Agency Snapshot
The Free Agency Snapshot is made to make your agency run efficiently and effectively. It furnishes you with a powerful toolkit to record leads, automate jobs and convert them right into clients. It likewise includes a step-by-step video that walks you via the configuration procedure.
The snapshot will certainly move the complying with items to a new customer account:
Projects, design templates, automations, kinds, custom-made areas, tags, section problems, racking up policies, pipelines, contacts and project reports. Keep in mind that photos from themes, campaigns and automation emails will certainly not be transferred.
When you are ready to release the snapshot, click the Actions menu in the top right edge of your agency view and choose Load Snapshot. After that select the client account that you wish to load it right into. You can after that apply any of the setups that you have modified in the snapshot.
You can likewise utilize this switch to freshen the snapshot. If you produced a snapshot and after that create 100 customer sub-accounts using it, this will push any kind of updates to all accounts that are linked to the snapshot.
Snapshots are terrific devices for moving your GoHighLevel configuration to new and existing customer accounts. They save you effort and time by reducing the manual steps required to set up your business’s automations. Extendly stands apart from other service providers by using comprehensive snapshots that are designed to fulfill the needs of details industries and typical use instances. Their SAAS snapshot, small company snapshot, physical fitness snapshot and real estate snapshot are just a few examples of their industry-specific offerings.
Automation Library
The Automation Library is a company device that lets you group relevant automations with each other. Organizing an Automation Library assists you collaborate with great deals of automations and prevents the risk of failing to remember to upgrade vital setups or accidentally altering something by accident.
To produce a new automation library, click the “Add” button in the upper-right edge of the display. Next off, choose the desired tags and the resources that you wish to support. You can also establish the back-up schedule. The most basic option is everyday with 35 day retention, which will certainly take a snapshot on a daily basis and keep it for 35 days.
SM’s policy functions by checking all the labelled resources in your cluster to see if any of them have been changed since the last back-up. If it finds one, SM takes a brand-new snapshot and checks the modifications again. If it discovers one more adjustment, the oldest snapshot is deleted and its information is copied to the newest one.
The automated snapshot development workflow utilizes a state equipment that begins in the CREATION_START state and frequently checks the conditions to make sure that they are fulfilled. When the problems are fulfilled, it relocates to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the conditions are not fulfilled, it transfers to DELETION_START and after that to DELETION_FINISHED states until the snapshot is developed or erased.