Bringing templates, automations, or saved setups into your CRM should feel simple—not confusing. This updated snapshot import experience helps you stay organized, spot issues quickly, and know exactly what’s happening while your import is processing.

📌 Why This Matters

If you use snapshots to load proven setups into your CRM, a clear import process saves time and reduces mistakes. Being able to rename items right away, see import progress instantly, and understand error messages helps you get to work faster without second-guessing what imported successfully.

✨ What’s New

• Custom Snapshot Naming: You can rename snapshots during import so they’re easier to recognize later.
• Improved Error Messaging: Clear messages help you understand problems like expired or invalid share links and what to do next.
• Real-Time Import Status: Imported snapshots appear right away in your list with a greyed-out status while processing, then switch to active when ready.
• Asset Protection Indicator: A shield icon makes it easy to spot snapshots that include protected assets.
• Cleaner Experience: The updated layout feels simpler and faster, making imports easier to manage.

🛠️ How to Use It

1. Step 1: Start your snapshot import using your share link inside the CRM.
2. Step 2: Rename the snapshot during import so it matches the setup, campaign, or workflow you want to use.
3. Step 3: Watch for the snapshot to appear in your list in a greyed-out state while it processes.
4. Step 4: If there’s a problem, review the error message and correct issues like an expired or invalid link.
5. Step 5: Once the status changes to active, open the snapshot and begin using the imported assets in your business.

💡 Pro Tip

Name each imported snapshot based on its purpose—like follow-up, appointment booking, or lead nurture—so your team can find the right setup faster and start using it to support sales sooner.