GoHighLevel Snapshots Quiz & Flashcards

Study Notes

The video covers the Account Snapshots link on the agency dashboard sidebar.
A Snapshot is a blueprint of a business, with pre-built elements and tools based on industry.
GoHighLevel provides pre-built Snapshots for different industries.
Custom Snapshots can also be created or imported.
Sensitive data does not copy over when sharing or uploading a Snapshot.
The Snapshot library has three tabs: default, custom, and imported.
The Know More button provides additional help and guidelines for setting up a Snapshot.
The Setup Guide is a checklist to ensure all necessary elements are in place before starting work.
To create a new account with a Snapshot, select a template and either enter the client's Google information or manually enter it.
There is a Snapshot FAQ section with additional information.
The text provides instructions for creating, uploading, editing, deleting, and updating snapshots in GoHighLevel.
Snapshots are collections of assets used to set up client accounts quickly.
To create a new location, fill out the required information and click Save.
To upload a snapshot to an existing location, select the location from the Accounts list and choose Upload Snapshot from the Actions dropdown.
Conflicts may arise when uploading a snapshot, and users must choose whether to skip or overwrite conflicting assets.
To edit the name of a snapshot, go to Settings, select Snapshots, and click the pencil icon next to the snapshot name.
To delete a snapshot, go to Settings, select Snapshots, and click the delete icon next to the snapshot.
Snapshots do not update automatically, but users can update them by clicking the refresh arrow next to the snapshot name.
Users can only change the names of snapshots they own or have imported.
The text assumes some familiarity with GoHighLevel terminology and interface.