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A snapshot records how this CRM is built: pipelines and stages, custom fields, smart lists and tags, forms, surveys and quizzes, calendars and their hours, document templates, email and text templates and campaigns, trigger links, reputation settings and widgets, sites, funnels and blogs, social planner drafts and the workflows behind your automations. Contacts, conversations, payments, bookings, connections and passwords stay in this account.
When a snapshot loads into an account: the numbered calendar seats (Team member 1, 2, ...) take that account's own team.
Set this account up from a snapshot someone shared with you. Preview shows exactly what it adds before anything changes, and the snapshot joins your list so you can load it again later.
Capture this account above, or load one from a share link. Each snapshot keeps its last 10 versions.
Loads add and update items; they never delete anything in this account.