V4 Snapshot Setup

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Overview

1. Installing the AVA Demo Snapshot into your agency account
2. Loading the snapshot into a subaccount
3. Reviewing the included assets after installation

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Setup Guide

1

Install the AVA Demo Snapshot

• Begin by clicking the installation link provided by Thinkrr: Snapshot V4
• Once installed, the snapshot will appear under Imported Snapshots in your GoHighLevel account.
• If you created the snapshot yourself, it will appear under My Snapshots.
• Look for AVA Demo Snapshot V4

2

Switch Into a Subaccount

• By default, you’ll start in Agency View.
• Click Subaccounts in the sidebar menu.
• Select the subaccount you want to work with (for example, John Doe Enterprises).

3

Open Actions Menu

• Inside the chosen subaccount, click the Actions button in the top right corner.

4

Select Load Snapshot

• From the dropdown, select Load Snapshot.

5

Choose Snapshot Version

• From the list, choose AVA Demo Snapshot v4 (or the most up-to-date version available).
• Then click Proceed.

6

Review Snapshot Assets

• Next, you’ll see a summary of assets to be imported with the snapshot.
• Review the list of funnels, workflows, pipelines, calendars, and other components.
• You may skip assets you don’t want to import by deselecting them.
• The exact list of assets will vary depending on the snapshot version.
• Once you’re satisfied with the selection, click Proceed again.

7

Resolve Conflicts (if any)

• You’ll see a Checking for Conflicts screen.
• If there are no conflicts, the snapshot won’t overwrite anything in your account.
• If conflicts appear, review and resolve them before proceeding.
• After resolving, click Proceed.
• You’ll receive a notification once the snapshot is fully loaded — this usually happens quickly.

8

Confirm Installation

• Switch back into your subaccount and confirm that the assets have been installed.
  
• Continue below to review what’s included in the AVA Demo Snapshot v4.

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Assets Included After Installation

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Calendars

• A demo calendar is included for testing and demonstration purposes.
• We strongly recommend connecting your own calendar for real use, but this sample calendar is provided by default.

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Opportunities

• Prebuilt pipelines are provided to help track lead progress across different sales or support stages.
• These give you a ready-made structure to begin managing leads and client opportunities.

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Automations

• A dedicated folder contains preconfigured workflows.
• These workflows include:
  • Outbound call sequences
  • Inbound call triggers
  • A demo form connected to one of the preset funnels

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Funnels

• Funnel templates are available under the Sites section.
• These funnels are designed to plug directly into the automation flows provided in the snapshot.

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Settings

• The snapshot also installs a large set of custom fields and custom values.
• These fields allow you to capture and manage data throughout your workflows with flexibility.

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Notes & Recommendations

• Snapshots are versioned. Always choose the most recent version (e.g., AVA Demo Snapshot v4).
• Test first. The demo assets are provided to help you experiment. Replace demo calendars and sample values with your own for live use.
• Conflicts. If conflicts appear during installation, review them carefully to avoid overwriting existing setups.

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FAQs & Troubleshooting

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General Questions

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Configuration

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Usage and Results