Create Snapshots

How to create snapshots inside of Solopreneur Solutions Lost Lead Prevention Software.

Creating Snapshots

Follow the steps below to Create a Snapshot:

  1. Click Settings in the Agency View
  2. Click Account Snapshot
  3. Click Create New Snapshot
  4. Name your snapshot in the Snapshot name field
  5. Choose which account you want to base your snapshot of using the dropdown in the Account field
  6. Click Save

Learn more about Snapshots

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