Managing Your CRM Snapshots: Deleting and Renaming

Deleting a Snapshot

To remove a snapshot from your CRM, follow these steps:

1. Navigate to Settings while in Agency view.
2. Select Account Snapshot.
3. Find the snapshot you wish to delete in one of the tabs: My Snapshots, Imported Snapshots, or Default Snapshots.
4. Click the garbage can icon located next to the snapshot.
5. Confirm the deletion by clicking Ok.

Renaming a Snapshot

To change the name of an existing snapshot, use the following procedure:

1. Go to Settings in Agency view.
2. Click on Account Snapshot.
3. Locate the snapshot you want to rename in the My Snapshots, Imported Snapshots, or Default Snapshots tab.
4. Click the pencil icon beside the snapshot.
5. Enter a new name in the Snapshot name field.
6. Click Save to apply the changes.