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.
Can a snapshot be customized per client after import?+
Yes. A snapshot provides a tested starting point; we then customize branding, calendars, and workflows for each client's specific needs.
How often should a snapshot be updated?+
We review and update a snapshot when workflows, compliance, or platform features change, so every new account launches from a current, tested configuration.
Can a snapshot include custom fields and tags?+
Yes. Snapshots carry custom fields, tags, pipelines, and workflow configuration so the structure is consistent across every account that imports it.
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