Glossary Term
What Is a Snapshot?
A snapshot is a reusable configuration of pipelines, workflows, forms, calendars, custom fields, tags, and templates that can be applied to new accounts. It lets an agency or business deploy a proven system quickly rather than building from scratch.
In Detail
Snapshots do not include contacts or live data, only the structure and automation.
Agencies use snapshots to deploy a consistent, tested system to each new client.
Related Terms
Frequently Asked Questions
Does a snapshot include contacts?+
No. A snapshot includes configuration and automation, not live contact data.
Need Help With Your GoHighLevel System?
Schedule a consultation, or request an audit of your existing account.