Load Snapshots

How to create client accounts based off of a Snapshot and how to load Snapshots into already existing client accounts within Solopreneur Solutions Lost Lead Prevention Software

Create a Client Account based off of a Snapshot

Follow the steps below to create a new client account based off of a Snapshot:

  1. Click Accounts on the Agency view
  2. Click + Add Account
  3. Search for your client or Add account manually if they are not listed on Google my Business
  4. Using the dropdown in the Select snapshot field choose the Snapshot you wish to base this account off of
  5. Enter the remaining information on the form
  6. Click Save

Load a Snapshot into an already existing client account

Follow the steps below to load a Snapshot into an already existing client account

  1. Click Accounts on the Agency view
  2. Click view details (right side) of the client account you want to load the Snapshot into
  3. Click the Actions dropdown
  4. Click Load Snapshot
  5. Using the dropdown in the Snapshot field choose the Snapshot you wish to load into this account
  6. Click Load

Learn more about Snapshots

Solopreneur Solutions - Lost Lead Prevention
>