- Follow the steps below to create a new client account based off of a Snapshot:
- Click Accounts on the Agency view
- Click + Add Account
- Search for your client or Add account manually if they are not listed on Google my Business
- Using the dropdown in the Select snapshot field choose the Snapshot you wish to base this account off of
- Enter the remaining information on the form
- Click Save
- Load a Snapshot into an already existing client account
- Follow the steps below to load a Snapshot into an already existing client account
- Click Accounts on the Agency view
- Click view details (right side) of the client account you want to load the Snapshot into
- Click the Actions dropdown
- Click Load Snapshot
- Using the dropdown in the Snapshot field choose the Snapshot you wish to load into this account
- Click Load
