Snapshots serve as templates that capture specific CRM configurations, allowing seamless replication across multiple accounts, especially for agencies managing numerous client setups.
As your business needs evolve, editing snapshots can help maintain clarity and ensure easy access. Whether you’re updating a snapshot to reflect its current purpose or adjusting which accounts it’s associated with, here’s how to do it:
From your agency’s view, find and select the Account Snapshot option on the left-hand side menu and locate the Snapshot. Your snapshots can be listed under My Snapshots or Imported Snapshots. Browse through the list to find the one you wish to edit.
Once you’ve found the right snapshot, click on the three-dotted icon on the right-hand side of the snapshot’s name and select Settings. This action will allow you to edit the name and Linked Sub-Accounts.
Type in the new name and confirm your changes.
In Notification Preferences, you can modify who gets notified when this snapshot is pushed.
Search and edit the Sub-Accounts linked to the snapshot.
In the Linked Assets tab, you can modify the list of assets associated with this snapshot by simply unselecting the assets you wish to remove from the snapshot in the future.
Click Save once you’re satisfied with your changes.
Deleting a Snapshot #
Removing outdated or unnecessary snapshots keeps your CRM uncluttered. Just like when editing a snapshot, navigate to your agency view, find and select the Account Snapshot option on the left-hand side menu, and identify the snapshot you wish to delete.
Next to the snapshot you want to remove, click on the three-dotted icon on the right-hand side of the snapshot’s name and select Delete Snapshot. This action will delete the snapshot from your CRM.
Effectively managing snapshots by renaming and deleting outdated ones ensures a streamlined workflow and prevents clutter in your CRM. Keeping your snapshot library organized allows for quick access to the right configurations, improving overall efficiency and productivity.
Frequently Asked Questions #
Where do I edit a snapshot? #
From your agency view, select Account Snapshot in the left menu, locate the snapshot (under My Snapshots or Imported Snapshots), click the three-dotted icon next to its name, and select Settings.
What can I change when editing a snapshot? #
You can edit the snapshot’s name, notification preferences, linked sub-accounts, and the list of linked assets, then click Save.
How do I delete a snapshot? #
In Account Snapshot, click the three-dotted icon next to the snapshot’s name and select Delete Snapshot to remove it from your CRM.
I can’t find the snapshot I want to edit or delete. What should I do? #
Make sure you’re looking in the correct section (My Snapshots or Imported Snapshots). If you still can’t find it, check whether you have the necessary permissions to edit or delete snapshots.
I accidentally deleted a snapshot. Can I recover it? #
Typically, once a snapshot is deleted it cannot be recovered, so be certain before deleting and consider creating a backup if possible.
How do I remove specific assets from a snapshot? #
In the Linked Assets tab while editing, simply unselect the assets you want to remove, then click Save.
