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Share Snapshots (With Other Agencies)

STEP 1: Log in to your Vintory CRM account

Switch to an Account  

(Drop down menu on the upper left corner of the screen)

STEP 2: Go to Settings on the Agency View

STEP 3: Go to Snapshot

 

STEP 4: Go to My Snapshots. Click the Share button the right hand side of the Snapshot you wish to share

SHARE OPTIONS:

  1. Get share link
    • This creates a shareable link that you can copy/paste and send to someone.
    • It can only be used once meaning that if someone uses it to import the Snapshot into an agency account (including your own), it won’t work again, and another shareable link will need to be generated.
  2. Email share link
    • Sends a share link via email to whatever email address(es) are put in the Emails field. The email sent also contains a clickable link which can be used to import the Snapshot straight from the email.
  3. Get permanent link
    • This creates a shareable link that you can copy/paste and send to someone.
    • Unlike the share link (1. above) this link can be used an infinite amount of times.