Log into Your HighLevel Account:

• Open your HighLevel account and navigate to the dashboard.

Access the Snapshots Section:

• From the dashboard, go to the "Settings" menu.
• Click on "Snapshots" to open the snapshots management section.

Import the Snapshot:

• Select the option to import a new snapshot.
• You will need to upload the Small Business Snapshot file provided by Extendly.

Configure the Snapshot:

• Once the snapshot is imported, follow the prompts to configure it.
• This involves mapping data fields and customizing settings to match your business needs.

Activate the Snapshot:

• After configuration, activate the snapshot to start using it.
• Ensure all settings are correctly applied and test the snapshot to verify it integrates seamlessly.

Customize and Optimize:

• Customize the snapshot according to your specific business requirements.
• Adjust workflows, forms, and automation settings to align with your processes.