How to Load a Snapshot into your GoHighLevel Sub-Account
Understand the steps for loading the SalesAi Voice snapshot into your GHL account.
- Make sure you are in the Agency View, then, Select Sub-Accounts
- Find the Sub-Account you would like to add the Snapshot to. Click on the Triple Dots at the bottom right of the Sub-Account.
- Click on Manage Client
- Click on Actions
- Select Load Snapshot
- Select the Imported - Master SalesAI Snapshot. It will be under Imported rather than Own for you.
- Select Proceed
- Select All Assets and click on Proceed
- There should not be any conflicts for new accounts. If there are, you may skip those options. Click Proceed
- It will now copy the data over to your Sub-Account!