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
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- 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.
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- Click on Manage Client
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- Click on Actions
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- Select Load Snapshot
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- Select the Imported - Master SalesAI Snapshot. It will be under Imported rather than Own for you.
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- Select Proceed
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- Select All Assets and click on Proceed
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- There should not be any conflicts for new accounts. If there are, you may skip those options. Click Proceed
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- It will now copy the data over to your Sub-Account!
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