Editing and Deleting Snapshots

Introduction to Snapshots

Snapshots are essentially templates or blueprints within the CRM that capture specific configurations, workflows, or setups that you can apply to other accounts or projects. They are incredibly useful for scaling operations efficiently, especially within agency settings where similar setups might be deployed across multiple client accounts. Understanding how to manage these snapshots—specifically, how to edit their names for clarity or delete them if they're no longer needed—is crucial for maintaining an organized and efficient CRM environment.

Editing the Name of a Snapshot

Sometimes, a snapshot's name might not accurately reflect its contents or purpose anymore. Editing the name can help keep your CRM organized and make it easier for you and your team to find the right snapshot when you need it. Here's how to do it:

• Navigate to Settings: From your agency view, locate and click on the "Settings" option on the left-hand side menu.
• Access Account Snapshot: Within the settings menu, find and select "Account Snapshot."
• Locate the Snapshot: Your snapshots could be listed under "My Snapshots" or "Important Snapshots." Browse through the list to find the one you wish to rename.
• Edit the Name: Once you've found the right snapshot, click on the pencil icon situated on the right-hand side of the snapshot's name. This action will allow you to edit the name. Type in the new name and confirm your changes.

Deleting a Snapshot

There might be instances where a snapshot is no longer needed. Perhaps it's outdated, or you've created a more efficient template. Deleting unnecessary snapshots can help keep your CRM clutter-free. Here's how to delete a snapshot:

1. Follow Steps 1 to 3 Above: Just like when editing a snapshot, you'll start by navigating to "Settings," then "Account Snapshot," and locating the snapshot you wish to delete.
2. Delete the Snapshot: Next to the snapshot you want to remove, click on the garbage can icon. This action will delete the snapshot from your CRM.

Troubleshooting and FAQs

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 "Important Snapshots"). If you still can't find it, double-check if 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. It's important to be certain before deleting any snapshots. Always consider creating a backup if possible.