Snapshots (Clone Account)

Snapshots

Snapshots Overview (Clone Account) An overview of Snapshots, why you would use them and a list of client account items

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Snapshots

Create Snapshots How to create snapshots inside of Solopreneur Solutions Lost Lead Prevention Software. Creating Snapshots Follow the steps below

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Snapshots

Share Snapshots (with other agencies) How to share snapshots with other agencies within Solopreneur Solutions Lost Lead Prevention Software. Follow

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Snapshots

Import (shared) Snapshots​​​​​ How to import Snapshots that were shared with you within Solopreneur Solutions Lost Lead Prevention Software. Import

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Snapshots

Load Snapshots How to create client accounts based off of a Snapshot and how to load Snapshots into already existing

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Snapshots

Refresh (update) Snapshots How to refresh (update) your Snapshots so they contain all the new changes that were made to

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Snapshots

Importing Contacts (Lists) How to import a list (csv) of customers or leads into Solopreneur Solutions Lost Lead Prevention Software

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Snapshots

Importing Contacts (Lists) How to import a list (csv) of customers or leads into Solopreneur Solutions Lost Lead Prevention Software

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