Editing and Deleting Snapshots

Snapshots serve as templates that capture specific CRM configurations, allowing seamless replication across multiple accounts. They help streamline operations, especially for agencies managing numerous client setups. Keeping snapshots well-organized by renaming or deleting outdated ones ensures efficiency and clarity in your CRM workspace.

Editing the Name and Accounts Linked to a Snapshot

As your business needs evolve, editing snapshots can help maintain clarity and ensure easy access. Editing a snapshot isn’t just about renaming it, it’s also about ensuring the right accounts are linked to it. 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 view, find and select the Account Snapshot option on the left-hand side menu and locate the Snapshot. Your snapshots could 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 Edit Snapshot. This action will allow you to edit the name and Linked Sub-Accounts. 

Type in the new name and confirm your changes.

Search and edit the Sub-Accounts linked to the snapshot.

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Removing outdated or unnecessary snapshots keeps your CRM uncluttered.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Effectively managing snapshots by renaming and deleting outdated ones ensures a streamlined workflow and prevents clutter in your CRM.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.

Troubleshooting and FAQs

Q: I can't find the snapshot I want to edit or delete. What should I do?

• A: Make sure you're looking in the correct section ("My Snapshots" or "Imported Snapshots"). If you still can't find it, double-check if you have the necessary permissions to edit or delete snapshots.

Q: I accidentally deleted a snapshot. Can I recover it?

• A: 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.