Steps to Import a Snapshot
1. Open Your Progreda Sub-Account
Log in to your Progreda CRM dashboard.
Select the sub-account where you want to import the Snapshot.
2. Navigate to the Custom Menu
On the left sidebar, find and click “Snapshots”.
If you don’t see this menu, ensure you're in the correct sub-account or contact support.
3. Choose an Industry Snapshot
Browse the list of available snapshots.
Select the industry template that best suits your business (e.g., Real Estate, Life Insurance, Dental, etc.).
4. Paste Your Location ID
You will be prompted to enter your Location ID.
Paste the correct Location ID associated with your Progreda sub-account.
👉 Need help finding your Location ID?
Click here to see how to locate your Location ID.
5. Import the Snapshot
Click “Import” or “Add to Sub-Account”.
Wait a few seconds while the system imports the snapshot assets (funnels, workflows, settings, etc.)
✅ You’re Done!
Your sub-account will now be populated with all the components from the selected Snapshot—ready for customization and use.
🕐 Note: The import process typically takes 5–10 minutes to complete, ensuring a smooth transfer of your data and configurations for a hassle-free setup in your sub-account.nd use.