To create a new snapshot, navigate to your Agency View and follow these steps:
Fill up the Snapshot name and the account you want to copy the snapshot from.
To load a Snapshot into an existing client account, please follow the steps outlined below:
To create a new client account based on a Snapshot, please follow these steps:
Sales velocity refers to the rate at which opportunities progress from being identified to achieving the “Won” status and generating revenue. Note: Sales velocity is calculated by dividing the total sales value in USD by the average sales cycle duration in months. The components of the calculation are as follows: Total Sales Value: The sum […]
When setting up campaigns, triggers, settings, forms, and other elements within an account, if you intend to use that account as a blueprint for creating accounts for different clients, you can employ a feature called “snapshot.” This feature enables you to replicate all the components from the initial client’s account and import them into the […]
We continually assess plugins for compatibility and optimization in our ongoing efforts to enhance reliability, performance, and security. However, specific plugins duplicate existing features or prove incompatible with our environment. Our system administrators maintain a list of banned plugins to ensure a smooth experience and prevent potential performance or functionality concerns. Please find below the […]
Accelerating Support Resolution: Strategies for Expedited Assistance We understand the frustration of seeking assistance and experiencing delays in response time. To ensure you receive the swiftest resolution possible for your support requests, we have compiled a list of hacks and tips below. Following these recommendations and clearly and concisely describing your issue, our agents can […]
Audit logs monitor modifications made to specific information in your system. It can be useful to identify which team member executed certain actions or to troubleshoot customer problems if an error occurred. Please note that only the system’s admin user will be able to access this data. Follow these simple steps to use your audit […]
Occasionally, you may unintentionally create a loop in your system by linking two actions or by having an action feed back into itself repeatedly. This can result in a never-ending loop of actions that can cause system slowdowns and other problems. To address this issue, we have introduced a Loop Lock feature that detects and […]
If you want to confirm your domain on Facebook using GoHighLevel, you can use the ‘Meta Tag’ verification method. These instructions will help you complete the process. Step 1: Copy the Meta Tag Step 2: Locate the Default Page Under the Settings menu, navigate to the Domains option. From there, edit the domain that you […]
Yext is a platform that enables you to conveniently and efficiently add your business to over 150 websites and portals. Your system may provide unique pricing options for Yext. By utilizing this feature, you can promptly enhance your online visibility and search engine optimization. To start using Yext, follow these straightforward instructions: Step 1: Creating […]
You can send a payment link to a contact using the “text 2 pay” feature so they can pay you for goods or services. Either the Discussions tab or a specific contact record can be used for this. There will be a button on the available link that they may use to pay you right […]